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Home > Retirement Planners > new york > binghamton > S.E.E.D. PLANNING GROUP, LLC
S.E.E.D. PLANNING GROUP, LLC
31 Lewis Street
Suite 401
Binghamton, New York 13901
Tel: (607) 217-5091
About S.E.E.D. PLANNING GROUP, LLC
SEED PLANNING GROUP, LLC, formally registered with the SEC as SEED PLANNING GROUP, LLC. The firm was established in 04/16/2015. They have over 3 offices throughout the country.
S.E.E.D. PLANNING GROUP, LLC is a Binghamton, New York based Financial Planning firm with nearly $422,957,777 assets under management, offering retirement planning & investment advisory services to 1709 clients. The firm is staffed with 14 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 188521 |
| SEC# | 801-91167 |
| Assets Managed by Firm | $422,957,777 |
| No. of Clients | 1709 |
| No. of Advisors | 14 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Other (TAX PLANNING)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1709 | $422,957,777 |
| Individuals (other than high net worth individuals) | 513 | $113,982,131 |
| High net worth individuals | 154 | $302,465,506 |
| Charitable organizations | 9 | $6,243,264 |
| Corporations or other businesses | 2 | $266,876 |
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