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Building 2SEEDSAFE FINANCIAL LLC

Map pin
Phone360-602-1274
NotebookSEC #801-134378
Total AUM
$125.2M
Employees
7
Clients
86

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9AM - 4PM CST
Monday - Friday
Phone
360-602-1274
Other Offices
4

ReceiptFinancials

Total AUM
$125.2M
Accounts
406
Discretionary
$125.2M
Accounts
406
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
38
AUM
$20.3M
HNW Individual Clients
48
AUM
$104.9M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementOther Services
Other Services
TAX PREPARATION SERVICES AND SUBSCRIPTION SERVICES
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOILLANYPATXWA

HandshakeAffiliates

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

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