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| Seaway Advisors Ltd
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| |
|---|---|
| CRD # | 149745 |
| SEC # | 801-81143 |
| CIK # | |
| AUM | $42.7 MM (2024-03-01) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 585-425-9510 |
| Address | 1387 Fairport Rd Fairport, NY 14450 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 57 | 14.0 |
| (b) Individuals (high net worth individuals) | 31 | 22.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 3 | 6.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 91 | 42.7 |
| By Discretionary | ||
| Discretionary | 91 | 42.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 91 | 42.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 42.7 | |
| Total | 91 | 42.7 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
MINT Asset Management LLC
✚
|
NJ | 0.0 |
|
Alexander Beard USA Inc
✚
|
0.0 | |
|
MW Investment Strategy
✚
|
CA | 0.0 |
|
VITA Planning Group LLC
✚
|
WA | 0.0 |
|
Family Dynasty Advisors LLC
✚
|
TX | 0.0 |
|
Intrepid Wealth Partners LLC
✚
|
FL | 0.0 |
|
Emstone Advisers LLC
✚
|
PA | 0.0 |
|
Carosa Stanton Asset Management LLC
✚
|
NY | 0.0 |
|
Carnegie Wealth Management LLC
✚
|
CA | 0.0 |
|
Transparent Wealth Consulting LLC
✚
|
NY | 0.0 |