1722 Routh St.
Suite 760
Dallas, Texas 75201
Tel: (214) 367-6170
GREENFIELD SEITZ CAPITAL MANAGEMENT, LLC, formally registered with the SEC as GREENFIELD SEITZ CAPITAL MANAGEMENT, LLC. The firm was established in 06/26/2009. They have over 1 offices throughout the country.
GREENFIELD SEITZ CAPITAL MANAGEMENT, LLC is a Dallas, Texas based Financial Planning firm with nearly $318,996,996 assets under management, offering retirement planning & investment advisory services to 444 clients. The firm is staffed with 4 experienced financial planners.
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 150434 |
| SEC# | 801-70251 |
| Assets Managed by Firm | $318,996,996 |
| No. of Clients | 444 |
| No. of Advisors | 4 |
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 444 | $318,996,996 |
| Individuals (other than high net worth individuals) | 117 | $39,260,473 |
| High net worth individuals | 63 | $279,736,523 |
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $749,622,475,396 | 1153 | 1166 | |
| $151,257,095,924 | 2923 | 481 | |
| $141,927,200,000 | 158 | 1036 | |
| $118,041,119,970 | 827 | 319 | |
| $112,362,200,000 | 102 | 361 |
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