|
⚲
|
| R Seeger Wealth Management Ltd
✚
| |
|---|---|
| CRD # | 152258 |
| SEC # | 801-121764 |
| CIK # | |
| AUM | $56.9 MM (2024-02-15) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 631-592-9729 |
| Address | 138 S 1st Street Lindenhurst, NY 11757 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 41 | 16.7 |
| (b) Individuals (high net worth individuals) | 20 | 39.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 1 | 0.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 62 | 56.9 |
| By Discretionary | ||
| Discretionary | 62 | 56.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 62 | 56.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 56.9 | |
| Total | 62 | 56.9 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Main Street Financial LLC
✚
|
NY | 0.1 |
|
Liberty Wealth Managers LLC
✚
|
NY | 0.1 |
|
Harvest Capital Assets LLC
✚
|
NY | 0.1 |
|
EVER Green Wealth Management LLC
✚
|
NY | 0.1 |
|
Taglich Brothers Inc
✚
|
NY | 0.1 |
|
O'Domhnaill Enterprises Inc
✚
|
WY | 0.1 |
|
Wimer Investment Management LLC
✚
|
NJ | 0.1 |
|
WPM Wealth Advisors LLC
✚
|
NY | 0.1 |
|
Saperston Legacy Advisors Inc
✚
|
NY | 0.1 |
|
Mountain PASS Planning Corporation
✚
|
NY | 0.1 |