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

Building 2S.E.E.D. PLANNING GROUP, LLC

Map pinBINGHAMTON, NY
Phone(607) 217-5091
NotebookSEC #801-91167
Total AUM
$568M
Employees
28
Clients
763

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
31 LEWIS STREET
SUITE 401
BINGHAMTON
NY 13901
United States
Operating Hours
M-F (9AM-5PM) SAT (BY APPOINTMENT)
Monday - Friday
Phone
(607) 217-5091
Other Offices
2

ReceiptFinancials

Total AUM
$568M
Accounts
2,027
Discretionary
$568M
Accounts
2,027
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Individual Clients
566
AUM
$141.7M
HNW Individual Clients
182
AUM
$415.3M
Charitable Organization Clients
10
AUM
$9.5M
Corporation or Business Clients
5
AUM
$1.5M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio ManagementOther ServicesPension Consulting
Other Services
TAX PLANNING
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLMANCNYOHPASCTNTXVA

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account