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SEABRIDGE INVESTMENT ADVISORS LLC
450 Springfield Ave.
Suite 301
Summit, New Jersey 07901-2610
Tel: 908-273-5085
About SEABRIDGE INVESTMENT ADVISORS LLC
SEABRIDGE INVESTMENT ADVISORS LLC, formally registered with the SEC as SEABRIDGE INVESTMENT ADVISORS LLC. The firm was established in 11/03/1997. They have over 2 offices throughout the country.
SEABRIDGE INVESTMENT ADVISORS LLC is a Summit, New Jersey based Financial Planning firm with nearly $434,437,239 assets under management, offering retirement planning & investment advisory services to 328 clients. The firm is staffed with 11 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 108681 |
| SEC# | 801-55009 |
| Assets Managed by Firm | $434,437,239 |
| No. of Clients | 328 |
| No. of Advisors | 11 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 328 | $434,437,239 |
| Individuals (other than high net worth individuals) | 16 | $5,332,890 |
| High net worth individuals | 82 | $253,680,162 |
| Pension and profit sharing plans | 2 | $5,260,486 |
| Charitable organizations | 5 | $97,485,899 |
| Other investment advisers | 1 | $68,212,857 |
| Corporations or other businesses | 4 | $4,464,945 |
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