1387 Fairport Rd
Suite 640
Fairport, New York 14450
Tel: 585-425-9510
SEAWAY ADVISORS, formally registered with the SEC as SEAWAY ADVISORS. The firm was established in 03/17/2015. They have over 1 offices throughout the country.
SEAWAY ADVISORS is a Fairport, New York based Financial Planning firm with nearly $50,769,875 assets under management, offering retirement planning & investment advisory services to 96 clients. The firm is staffed with 3 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 149745 |
SEC# | 801-81143 |
Assets Managed by Firm | $50,769,875 |
No. of Clients | 96 |
No. of Advisors | 3 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 96 | $50,769,875 |
Individuals (other than high net worth individuals) | 61 | $17,020,249 |
High net worth individuals | 32 | $26,904,654 |
Charitable organizations | 3 | $6,844,972 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$1,752,267,028,988 | 4696 | 3814 | |
$193,065,874,997 | 68 | 114 | |
$108,331,371,643 | 23317 | 657 | |
$65,095,381,946 | 126 | 101 | |
$37,701,864,167 | 516 | 254 |
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