Overview
Assets Under Management: $304 million
Headquarters: LISLE, IL
High-Net-Worth Clients: 76
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Educational Seminars
Clients
Number of High-Net-Worth Clients: 76
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 80.26
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 813
Discretionary Accounts: 594
Non-Discretionary Accounts: 219
Regulatory Filings
CRD Number: 122941
Last Filing Date: 2024-03-15 00:00:00
Website: https://www.seboldcapital.com