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SEAHORSE FINANCIAL ADVISERS INC.

52 Front St.
Millbrook, New York 12545
Tel: 845-605-8122

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About SEAHORSE FINANCIAL ADVISERS INC.

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.

Firm Information

SEC Current StatusApproved
Firm CRD#117407
SEC#801-77819
Assets Managed by Firm$77,758,565
No. of Clients20
No. of Advisors1

Fee Structure

  • A percentage of AUM

Advisory Services Provided

  • Portfolio management for individuals and/or small businesses

Firm Client Information

No. of ClientsAUM
Firm Total20$77,758,565
Individuals (other than high net worth individuals)1$512,444
High net worth individuals19$77,246,121

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