SEACREST INVESTMENT MANAGEMENT, LLC

3000 Westchester Avenue
Suite 206
Purchase, New York 10577-2524
Tel: 914-502-1905

About SEACREST INVESTMENT MANAGEMENT, LLC

SEACREST INVESTMENT MANAGEMENT, LLC, formally registered with the SEC as SEACREST INVESTMENT MANAGEMENT, LLC. The firm was established in 03/01/2010. They have over 4 offices throughout the country.

SEACREST INVESTMENT MANAGEMENT, LLC is a Purchase, New York based Financial Planning firm with nearly $103,590,377 assets under management, offering retirement planning & investment advisory services to 74 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	143670
SEC#	801-71148
Assets Managed by Firm	$103,590,377
No. of Clients	74
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	74	$103,590,377
Individuals (other than high net worth individuals)	16	$7,268,300
High net worth individuals	7	$22,113,573
Charitable organizations	Fewer than 5 clients	$4,281,004
Corporations or other businesses	Fewer than 5 clients	$38,859,474

More Retirement Planning firms in Purchase, New York:

Firm Name	Assets Under Management	Total Clients	Total Advisors
J.P. MORGAN INVESTMENT MANAGEMENT INC. 383 Madison Avenue New York, NY, 10179-0001	$2,549,092,782,514	92898	3167
GOLDMAN SACHS ASSET MANAGEMENT, L.P. 200 West Street New York, NY, 10282	$1,661,286,615,154	189311	1305
MORGAN STANLEY 2000 Westchester Avenue Purchase, NY, 10577-2530	$1,402,425,838,334	2405783	29300
BLACKROCK FINANCIAL MANAGEMENT, INC 50 Hudson Yards New York, NY, 10001	$1,288,497,806,439	2184	6407
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED One Bryant Park New York, NY, 10036	$1,271,593,679,276	2911578	34934

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