GREENFIELD SEITZ CAPITAL MANAGEMENT, LLC

1722 Routh St.
Suite 760
Dallas, Texas 75201
Tel: (214) 367-6170

About GREENFIELD SEITZ CAPITAL MANAGEMENT, LLC

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.

Firm Information

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

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	444	$318,996,996
Individuals (other than high net worth individuals)	117	$39,260,473
High net worth individuals	63	$279,736,523

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