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SEAWAY ADVISORS
1387 Fairport Rd
Suite 640
Fairport, New York 14450
Tel: 585-425-9510
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 Status | Approved |
|---|---|
| Firm CRD# | 149745 |
| SEC# | 801-81143 |
| Assets Managed by Firm | $50,769,875 |
| No. of Clients | 96 |
| No. of Advisors | 3 |
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 Clients | AUM | |
|---|---|---|
| Firm Total | 96 | $50,769,875 |
| Individuals (other than high net worth individuals) | 61 | $17,020,249 |
| High net worth individuals | 32 | $26,904,654 |
| Charitable organizations | 3 | $6,844,972 |
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