138 S 1st Street
Suite 101
Lindenhurst, New York 11757
Tel: 631-592-9729
R SEEGER WEALTH MANAGEMENT, LTD, formally registered with the SEC as R SEEGER WEALTH MANAGEMENT, LTD. The firm was established in 07/15/2021. They have over 2 offices throughout the country.
R. SEEGER WEALTH MANAGEMENT, LTD is a Lindenhurst, New York based Financial Planning firm with nearly $62,735,255 assets under management, offering retirement planning & investment advisory services to 63 clients. The firm is staffed with 1 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 152258 |
SEC# | 801-121764 |
Assets Managed by Firm | $62,735,255 |
No. of Clients | 63 |
No. of Advisors | 1 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 63 | $62,735,255 |
Individuals (other than high net worth individuals) | 42 | $20,932,147 |
High net worth individuals | 20 | $41,392,772 |
Charitable organizations | 1 | $410,336 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$2,549,092,782,514 | 92898 | 3167 | |
$1,661,286,615,154 | 189311 | 1305 | |
$1,402,425,838,334 | 2405783 | 29300 | |
$1,288,497,806,439 | 2184 | 6407 | |
$1,271,593,679,276 | 2911578 | 34934 |
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