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Building 2SEABRIDGE INVESTMENT ADVISORS LLC

Map pinSUMMIT, NJ
Phone908-273-5085
NotebookSEC #801-55009
Total AUM
$771.2M
Employees
12
Clients
201

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
450 SPRINGFIELD AVE.
SUITE 301
SUMMIT
NJ 07901-2610
United States
Operating Hours
8:15AM--4:00PM
Monday - Friday
Phone
908-273-5085
Other Offices
1

ReceiptFinancials

Total AUM
$771.2M
Accounts
482
Discretionary
$771.2M
Accounts
482
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
62
AUM
$31M
HNW Individual Clients
123
AUM
$474.3M
Pension/Profit Sharing Plan Clients
3
AUM
$8.5M
Charitable Organization Clients
5
AUM
$161.2M
Investment Advisor Clients
1
AUM
$85.7M
Corporation or Business Clients
7
AUM
$10.5M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOCTFLGAMANCNHNJNYPARITXWA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.

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