SEEL & WRIGHT, LLC
Total AUM
$74.5M
Employees
3Clients
0Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
395 TAYLOR BLVD,
SUITE 107
PLEASANT HILL
CA 94523
United States
SUITE 107
PLEASANT HILL
CA 94523
United States
Operating Hours
8AM - 4PM
Monday - Friday
Monday - Friday
Phone
925-246-7982
Financials
Total AUM
$74.5M
Accounts
145Discretionary
$0
Accounts
0Non-Discretionary
$74.5M
Accounts
145
Clients
None reported
Services
Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges CommissionCharges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
AZCANVTXUTWA
Affiliates
Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.