Overview
Assets Under Management: $353 million
Headquarters: PORTSMOUTH, NH
High-Net-Worth Clients: 144
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 144
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 97.26
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 685
Discretionary Accounts: 685
Regulatory Filings
CRD Number: 126928
Last Filing Date: 2024-03-23 00:00:00
Website: https://seascape-capital.com