Overview
Assets Under Management: $251 million
Headquarters: CAMPBELL, CA
High-Net-Worth Clients: 63
Average Client Assets: $3.6 million
Frequently Asked Questions
SEEK FIRST INC. 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 #312546), SEEK FIRST INC. is subject to fiduciary duty under federal law.
SEEK FIRST INC. is headquartered in CAMPBELL, CA.
SEEK FIRST INC. serves 63 high-net-worth clients according to their SEC filing dated March 29, 2026. View client details ↓
According to their SEC Form ADV, SEEK FIRST INC. offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
SEEK FIRST INC. manages $251 million in client assets according to their SEC filing dated March 29, 2026.
According to their SEC Form ADV, SEEK FIRST INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 63
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 91.24%
Average Client Assets: $3.6 million
Total Client Accounts: 511
Discretionary Accounts: 511
Regulatory Filings
CRD Number: 312546
Filing ID: 2086217
Last Filing Date: 2026-03-29 11:50:34