Overview
Assets Under Management: $526 million
Headquarters: NEW YORK, NY
High-Net-Worth Clients: 161
Average Client Assets: $2.2 million
Frequently Asked Questions
SEASONS OF ADVICE WEALTH 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 #285925), SEASONS OF ADVICE WEALTH MANAGEMENT, LLC is subject to fiduciary duty under federal law.
SEASONS OF ADVICE WEALTH MANAGEMENT, LLC is headquartered in NEW YORK, NY.
SEASONS OF ADVICE WEALTH MANAGEMENT, LLC serves 161 high-net-worth clients according to their SEC filing dated July 18, 2018. View client details ↓
According to their SEC Form ADV, SEASONS OF ADVICE WEALTH MANAGEMENT, LLC offers financial planning and portfolio management for individuals. View all service details ↓
SEASONS OF ADVICE WEALTH MANAGEMENT, LLC manages $526 million in client assets according to their SEC filing dated July 18, 2018.
According to their SEC Form ADV, SEASONS OF ADVICE WEALTH MANAGEMENT, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 161
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 67.24%
Average Client Assets: $2.2 million
Total Client Accounts: 1,972
Discretionary Accounts: 1,907
Non-Discretionary Accounts: 65
Regulatory Filings
CRD Number: 285925
Filing ID: 1229605
Last Filing Date: 2018-07-18 14:27:00