1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2R. SEEGER WEALTH MANAGEMENT, LTD

Map pinLINDENHURST, NY
Phone631-592-9729
NotebookSEC #801-121764
Total AUM
$72.1M
Employees
1
Clients
67

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
138 S 1ST STREET
SUITE 101
LINDENHURST
NY 11757
United States
Operating Hours
9:30AM TO 4PM
Monday - Friday
Phone
631-592-9729

ReceiptFinancials

Total AUM
$72.1M
Accounts
67
Discretionary
$72.1M
Accounts
67
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Individual Clients
36
AUM
$15.3M
HNW Individual Clients
30
AUM
$56.3M
Charitable Organization Clients
1
AUM
$548K

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLNYTX

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account