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SEAWAY ADVISORS

1387 Fairport Rd
Suite 640
Fairport, New York 14450
Tel: 585-425-9510

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About SEAWAY ADVISORS

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.

Firm Information

SEC Current StatusApproved
Firm CRD#149745
SEC#801-81143
Assets Managed by Firm$50,769,875
No. of Clients96
No. of Advisors3

Fee Structure

  • A percentage of AUM

Advisory Services Provided

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

Firm Client Information

No. of ClientsAUM
Firm Total96$50,769,875
Individuals (other than high net worth individuals)61$17,020,249
High net worth individuals32$26,904,654
Charitable organizations3$6,844,972

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