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SEAMOUNT FINANCIAL GROUP INC

90 So Cascade Avenue
Suite 970
Colorado Springs, Colorado 80903
Tel: 719-471-1171

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About SEAMOUNT FINANCIAL GROUP INC

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 $604,710,584 assets under management, offering retirement planning & investment advisory services to 1546 clients. The firm is staffed with 10 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#107834
SEC#801-56412
Assets Managed by Firm$604,710,584
No. of Clients1546
No. of Advisors10

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pesnsion consulting services

Firm Client Information

No. of ClientsAUM
Firm Total1546$604,710,584
Individuals (other than high net worth individuals)317$129,899,765
High net worth individuals155$469,650,972
Pension and profit sharing plans9$5,159,847

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