90 So Cascade Avenue
Suite 1140
Colorado Springs, Colorado 80903
Tel: 719-471-1171
SEAMOUNT FINANCIAL GROUP INC, formally registered with the SEC as SEAMOUNT FINANCIAL GROUP INC. The firm was established in 04/06/1999. They have over 4 offices throughout the country.
SEAMOUNT FINANCIAL GROUP INC is a Colorado Springs, Colorado based Financial Planning firm with nearly $528,739,485 assets under management, offering retirement planning & investment advisory services to 1512 clients. The firm is staffed with 10 experienced financial planners.
SEC Current Status | Approved |
Firm CRD# | 107834 |
SEC# | 801-56412 |
Assets Managed by Firm | $528,739,485 |
No. of Clients | 1512 |
No. of Advisors | 10 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 1512 | $528,739,485 |
Individuals (other than high net worth individuals) | 331 | $112,394,927 |
High net worth individuals | 137 | $398,242,829 |
Pension and profit sharing plans | 16 | $18,101,729 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$203,245,721,760 | 6667 | 1061 | |
$116,213,253,377 | 236022 | 874 | |
$64,938,342,319 | 89 | 78 | |
$63,514,278,950 | 136 | 59 | |
$54,431,410,714 | 101 | 260 |
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