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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BLACKROCK FINANCIAL MANAGEMENT, INC 50 Hudson Yards New York, NY, 10001	$1,288,497,806,439	2184	6407
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED One Bryant Park New York, NY, 10036	$1,271,593,679,276	2911578	34934

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