Insights

Personalized Financial Services ProEast Asset Management offers comprehensive, tailored financial planning services integrating investments, taxes, and risk management, presenting opportunities to upsell advanced financial products or diversified advisory services to existing clients.

Tech Stack Utilization The use of modern digital tools such as AWS, Google Maps, and Hotjar indicates a focus on an enhanced online client experience, suggesting potential for offering premium digital engagement solutions or financial technology integrations.

Growth and Revenue With revenues between 1 and 10 million dollars and a small team, there is an opportunity to expand service offerings, possibly including robo-advisory or financial education platforms to scale client acquisition and retention.

Market Positioning Operating within a competitive landscape alongside firms like Fidelity and BlackRock, ProEast can be targeted for niche or specialized investment services, especially focusing on personalized wealth management for high-net-worth individuals.

Compliance and Trust As a firm offering securities and advisory services registered with FINRA/SIPC, there is potential to promote compliance expertise and secure client trust, opening avenues for consulting or partnership opportunities in regulatory compliance services.

ProEast Asset Management, LLC Tech Stack

ProEast Asset Management, LLC uses 8 technology products and services including Hotjar, Amazon Web Services, Open Graph, and more. Explore ProEast Asset Management, LLC's tech stack below.

  • Hotjar
    Analytics
  • Amazon Web Services
    Cloud Hosting
  • Open Graph
    Content Management System
  • Cloudflare
    Content Management System
  • Modernizr
    Javascript Libraries
  • jQuery Migrate
    Javascript Libraries
  • Google Maps
    Maps
  • Adobe Fonts
    Web Fonts

Media & News

ProEast Asset Management, LLC's Email Address Formats

ProEast Asset Management, LLC uses at least 1 format(s):
ProEast Asset Management, LLC Email FormatsExamplePercentage
FLast@proeastadvisors.comJDoe@proeastadvisors.com
67%
First@proeastadvisors.comJohn@proeastadvisors.com
33%

Frequently Asked Questions

Where is ProEast Asset Management, LLC's headquarters located?

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ProEast Asset Management, LLC's main headquarters is located at 225 Oakland Road South Windsor, Connecticut 06074 United States. The company has employees across 1 continents, including North America.

What is ProEast Asset Management, LLC's phone number?

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You can contact ProEast Asset Management, LLC's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is ProEast Asset Management, LLC's official website and social media links?

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ProEast Asset Management, LLC's official website is proeastadvisors.com and has social profiles on LinkedIn.

What is ProEast Asset Management, LLC's NAICS code?

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ProEast Asset Management, LLC's NAICS code is 52 - Finance and Insurance.

How many employees does ProEast Asset Management, LLC have currently?

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As of June 2026, ProEast Asset Management, LLC has approximately 9 employees across 1 continents, including North America. Key team members include Vice President Of Client Relations & Operations: N. M. O.Founder, Chief Analyst: W. H.Managing Partner, Wealth Advisor: A. M. P.. Explore ProEast Asset Management, LLC's employee directory with LeadIQ.

What industry does ProEast Asset Management, LLC belong to?

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ProEast Asset Management, LLC operates in the Financial Services industry.

What technology does ProEast Asset Management, LLC use?

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ProEast Asset Management, LLC's tech stack includes HotjarAmazon Web ServicesOpen GraphCloudflareModernizrjQuery MigrateGoogle MapsAdobe Fonts.

What is ProEast Asset Management, LLC's email format?

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ProEast Asset Management, LLC's email format typically follows the pattern of FLast@proeastadvisors.com. Find more ProEast Asset Management, LLC email formats with LeadIQ.

When was ProEast Asset Management, LLC founded?

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ProEast Asset Management, LLC was founded in 2000.

ProEast Asset Management, LLC

Financial ServicesConnecticut, United States2-10 Employees

ProEast Asset Management offers a holistic approach to financial planning.  We believe a client needs an advisor that can not only help grow assets, but educate clients along the way.  Our team will integrate your personal finances, investments, taxes, risk management and more to provide you a custom financial roadmap to help you achieve YOUR financial freedom.

Securities offered through Securities America, Inc., member FINRA (www.finra.org)/ SIPC (www.sipc.org). Advisory services offered through Securities America Advisors, Inc., ProEast Asset Management, LLC and the Securities America companies are separate entities.

Member FINRA (www.finra.org) / SIPC (www.sipc.org).  This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed.  The third-party comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.

Section iconCompany Overview

Headquarters
225 Oakland Road South Windsor, Connecticut 06074 United States
Phone number
NAICS Code
52 - Finance and Insurance
Founded
2000
Employees
2-10

Section iconMedia & News

Section iconFunding & Financials

  • $1M$10M

    ProEast Asset Management, LLC's revenue is estimated to be in the range of $1M$10M

Section iconFunding & Financials

  • $1M$10M

    ProEast Asset Management, LLC's revenue is estimated to be in the range of $1M$10M

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