52 Front St.
Millbrook, New York 12545
Tel: 845-605-8122
SEAHORSE FINANCIAL ADVISERS INC, formally registered with the SEC as SEAHORSE FINANCIAL ADVISERS INC. The firm was established in 04/04/2013. They have over 4 offices throughout the country.
SEAHORSE FINANCIAL ADVISERS INC. is a Millbrook, New York based Financial Planning firm with nearly $77,758,565 assets under management, offering retirement planning & investment advisory services to 20 clients. The firm is staffed with 1 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 117407 |
SEC# | 801-77819 |
Assets Managed by Firm | $77,758,565 |
No. of Clients | 20 |
No. of Advisors | 1 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 20 | $77,758,565 |
Individuals (other than high net worth individuals) | 1 | $512,444 |
High net worth individuals | 19 | $77,246,121 |
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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