Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > florida > coral gables > SEAVIEW INVESTMENT MANAGERS LLC
SEAVIEW INVESTMENT MANAGERS LLC
2 Alhambra Plaza
Suite 802
Coral Gables, Florida 33134
Tel: 305-330-2332
About SEAVIEW INVESTMENT MANAGERS LLC
SEAVIEW INVESTMENT MANAGERS LLC, formally registered with the SEC as SEAVIEW INVESTMENT MANAGERS LLC. The firm was established in 04/09/2019. They have over 1 offices throughout the country.
SEAVIEW INVESTMENT MANAGERS LLC is a Coral Gables, Florida based Financial Planning firm with nearly $1,135,188,909 assets under management, offering retirement planning & investment advisory services to 1461 clients. The firm is staffed with 11 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 300155 |
| SEC# | 801-114975 |
| Assets Managed by Firm | $1,135,188,909 |
| No. of Clients | 1461 |
| No. of Advisors | 11 |
Fee Structure
- A percentage of AUM
- Performance Based
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection for other advisors
- Publication of periodicals and newsletters
- Other (SUB-ADVISORY SERVICES)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1461 | $1,135,188,909 |
| Individuals (other than high net worth individuals) | 19 | $3,115,510 |
| High net worth individuals | 1 | $2,339,850 |
| Other investment advisers | 2 | $1,129,733,549 |
More Retirement Planning firms in Coral Gables, Florida:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $433,814,330,581 | 1070028 | 13966 | |
| $397,045,307,119 | 26 | 2932 | |
| $344,868,106,925 | 1030208 | 6727 | |
| $120,567,542,959 | 727 | 189 | |
| $118,191,936,095 | 97020 | 845 |
Explore More Retirement Advisors in Coral Gables, Florida