Overview
Assets Under Management: $319 million
Headquarters: DALLAS, TX
High-Net-Worth Clients: 63
Average Client Assets: $4 million
Frequently Asked Questions
GREENFIELD SEITZ CAPITAL MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #150434), GREENFIELD SEITZ CAPITAL MANAGEMENT, LLC is subject to fiduciary duty under federal law.
GREENFIELD SEITZ CAPITAL MANAGEMENT, LLC is headquartered in DALLAS, TX.
GREENFIELD SEITZ CAPITAL MANAGEMENT, LLC serves 63 high-net-worth clients according to their SEC filing dated January 31, 2025. View client details ↓
According to their SEC Form ADV, GREENFIELD SEITZ CAPITAL MANAGEMENT, LLC offers portfolio management for individuals and portfolio management for institutional clients. View all service details ↓
GREENFIELD SEITZ CAPITAL MANAGEMENT, LLC manages $319 million in client assets according to their SEC filing dated January 31, 2025.
According to their SEC Form ADV, GREENFIELD SEITZ CAPITAL MANAGEMENT, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 63
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 87.69
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 444
Discretionary Accounts: 444
Regulatory Filings
CRD Number: 150434
Last Filing Date: 2025-01-31 00:00:00
Website: https://gscapital.net