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

Building 2SEIDMAN INVESTMENT PORTFOLIOS

Map pinVINEYARD HAVEN, MA
Phone508 696-0330
NotebookSEC #801-32954
Total AUM
$32M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
23 MAYFLOWER LANE
VINEYARD HAVEN
MA 02568-6021
United States
Operating Hours
9 AM TO 4 PM
Monday - Friday
Phone
508 696-0330

ReceiptFinancials

Total AUM
$32M
Accounts
105
Discretionary
$21.2M
Accounts
104
Non-Discretionary
$10.9M
Accounts
1

ContactClients

View more in analytics →

None reported

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPublications
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

View all affiliates →

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

Feature requires an account