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R. SEEGER WEALTH MANAGEMENT, LTD

138 S 1st Street
Suite 101
Lindenhurst, New York 11757
Tel: 631-592-9729

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About R. SEEGER WEALTH MANAGEMENT, LTD

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.

Firm Information

SEC Current StatusApproved
Firm CRD#152258
SEC#801-121764
Assets Managed by Firm$62,735,255
No. of Clients63
No. of Advisors1

Fee Structure

  • A percentage of AUM

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Firm Client Information

No. of ClientsAUM
Firm Total63$62,735,255
Individuals (other than high net worth individuals)42$20,932,147
High net worth individuals20$41,392,772
Charitable organizations1$410,336

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