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Home > Retirement Planners > california > campbell > SEEK FIRST INC.
SEEK FIRST INC.
1999 South Bascom Ave
Suite 700
Campbell, California 95008
Tel: 866-398-4044
About SEEK FIRST INC.
SEEK FIRST INC, formally registered with the SEC as SEEK FIRST INC. The firm was established in 09/21/2023. They have over 1 offices throughout the country.
SEEK FIRST INC. is a Campbell, California based Financial Planning firm with nearly $135,000,000 assets under management, offering retirement planning & investment advisory services to 150 clients. The firm is staffed with 6 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 312546 |
| SEC# | 801-128770 |
| Assets Managed by Firm | $135,000,000 |
| No. of Clients | 150 |
| No. of Advisors | 6 |
Fee Structure
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 150 | $135,000,000 |
| Individuals (other than high net worth individuals) | 67 | $135,000,000 |
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