90 So Cascade Avenue
Suite 970
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 $604,710,584 assets under management, offering retirement planning & investment advisory services to 1546 clients. The firm is staffed with 10 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 107834 |
SEC# | 801-56412 |
Assets Managed by Firm | $604,710,584 |
No. of Clients | 1546 |
No. of Advisors | 10 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 1546 | $604,710,584 |
Individuals (other than high net worth individuals) | 317 | $129,899,765 |
High net worth individuals | 155 | $469,650,972 |
Pension and profit sharing plans | 9 | $5,159,847 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$239,345,489,058 | 6602 | 978 | |
$134,279,160,181 | 188739 | 766 | |
$81,139,239,094 | 82 | 81 | |
$65,938,129,807 | 135 | 60 | |
$64,880,528,684 | 154 | 305 |
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