2443 Warrenville Road
Suite 150
Lisle, Illinois 60532
Tel: 630-548-9700
SEBOLD CAPITAL MANAGEMENT, INC, formally registered with the SEC as SEBOLD CAPITAL MANAGEMENT, INC. The firm was established in 09/27/2013. They have over 1 offices throughout the country.
SEBOLD CAPITAL MANAGEMENT, INC is a Lisle, Illinois based Financial Planning firm with nearly $303,807,809 assets under management, offering retirement planning & investment advisory services to 813 clients. The firm is staffed with 8 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 122941 |
SEC# | 801-78616 |
Assets Managed by Firm | $303,807,809 |
No. of Clients | 813 |
No. of Advisors | 8 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 813 | $303,807,809 |
Individuals (other than high net worth individuals) | 71 | $26,648,134 |
High net worth individuals | 87 | $241,969,850 |
Pension and profit sharing plans | 7 | $33,150,352 |
Corporations or other businesses | 2 | $2,039,473 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$1,016,556,943,580 | 41105 | 674 | |
$545,530,164,135 | 401 | 220 | |
$426,071,864,566 | 1821809 | 415 | |
$248,044,764,038 | 37 | 1857 | |
$239,614,971,441 | 59703 | 397 |
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