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Building 2SEABORN FINANCIAL, LLC

Map pin
Phone512-814-7258
NotebookSEC #801-131434
Total AUM
$151.3M
Employees
4
Clients
76

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9-6
Monday - Friday
Phone
512-814-7258

ReceiptFinancials

Total AUM
$151.3M
Accounts
507
Discretionary
$151.3M
Accounts
507
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
27
AUM
$14.4M
HNW Individual Clients
49
AUM
$136.9M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
MDTXWA

HandshakeAffiliates

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

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