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Seed Planning Group LLC
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CRD # | 188521 |
SEC # | 801-91167 |
CIK # | |
AUM | $423.0 MM (2024-08-01) |
Employees | 14 (100% Investors, 0% Brokers) |
Phone | 607-217-5091 |
Address | 31 Lewis Street Binghamton, NY 13901 |
Source | [IAPD] [Website] [Twitter] [Facebook] [Instagram] |
Total AUM ($MM) |
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AUM Breakdown | Accounts | AUM ($MM) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 513 | 114.0 |
(b) Individuals (high net worth individuals) | 154 | 302.5 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 0 | 0.0 |
(h) Charitable organizations | 9 | 6.2 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 2 | 0.3 |
(n) Other | 0 | 0.0 |
Total | 1,709 | 423.0 |
By Discretionary | ||
Discretionary | 1,709 | 423.0 |
Non-Discretionary | 0 | 0.0 |
Total | 1,709 | 423.0 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 423.0 | |
Total | 1,709 | 423.0 |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Greater Midwest Financial Group LLC
✚
|
MN | 0.4 |
Milestone Financial Planning LLC
✚
|
NH | 0.4 |
Convergence Financial LLC
✚
|
MO | 0.4 |
Alpha Capital Management Group LLC
✚
|
CO | 0.4 |
Lifeworks Advisors LLC
✚
|
MI | 0.4 |
Peavine Capital LLC
✚
|
NV | 0.4 |
Hinds Financial Group Inc
✚
|
CO | 0.4 |
Flagship Wealth Advisors LLC
✚
|
MA | 0.4 |
TRG Advisors Inc
✚
|
FL | 0.4 |
Acorn Creek Capital LLC
✚
|
CO | 0.4 |