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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