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Building 2SEEK FIRST INC.

Map pinCAMPBELL, CA
Phone866-398-4044
NotebookSEC #801-128770
Total AUM
$251M
Employees
6
Clients
86

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1999 SOUTH BASCOM AVE
SUITE 700
CAMPBELL
CA 95008
United States
Operating Hours
8:00 AM TO 5:00 PM
Monday - Friday
Phone
866-398-4044

ReceiptFinancials

Total AUM
$251M
Accounts
511
Discretionary
$251M
Accounts
511
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
22
AUM
$19M
HNW Individual Clients
63
AUM
$229M
Corporation or Business Clients
1
AUM
$3M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CATXWA

HandshakeAffiliates

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

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