Seed Planning Group LLC

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Assets, Funds, Holdings

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Seed Planning Group LLC
CRD #188521
SEC #801-91167
CIK #
AUM $423.0 MM (2024-08-01)
Employees 14 (100% Investors, 0% Brokers)
Phone607-217-5091
Address31 Lewis Street
Binghamton, NY 13901
Source [IAPD] [Website] [Twitter] [Facebook] [Instagram]
Total AUM ($MM)
4503602701809002009201420192025
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
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