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SEIZERT CAPITAL PARTNERS

34100 Woodward Avenue
Suite 210
Birmingham, Michigan 48009-0961
Tel: 248-593-1500

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About SEIZERT CAPITAL PARTNERS

SEIZERT CAPITAL PARTNERS, formally registered with the SEC as SEIZERT CAPITAL PARTNERS. The firm was established in 09/11/2000. They have over 1 offices throughout the country.

SEIZERT CAPITAL PARTNERS is a Birmingham, Michigan based Financial Planning firm with nearly $2,060,639,394 assets under management, offering retirement planning & investment advisory services to 251 clients. The firm is staffed with 16 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#108954
SEC#801-57995
Assets Managed by Firm$2,060,639,394
No. of Clients251
No. of Advisors16

Fee Structure

  • A percentage of AUM
  • Fixed fees
  • Performance Based

Advisory Services Provided

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

Firm Client Information

No. of ClientsAUM
Firm Total251$2,060,639,394
Individuals (other than high net worth individuals)32$14,197,192
High net worth individuals33$250,288,614
Pension and profit sharing plans19$266,903,068
Charitable organizations16$100,899,918
Corporations or other businesses12$32,530,358

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