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SEIDMAN INVESTMENT PORTFOLIOS
SEIDMAN DANIEL JAY
CRD 106894 · SEC 801-32954
23 MAYFLOWER LANE, VINEYARD HAVEN, MA, 02568-6021, United States
Phone
508 696-0330
Fax
508 693-2519
Registration
— (—)
Source
State registered
Total AUM
$69.7M
Discretionary AUM
$69.7M
Team
1 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges
Org form
Sole Proprietorship
Filing date
2026-03-20
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Publication of periodicals
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 36 | $11.6M |
| High net worth individuals | 24 | $49.2M |
All web addresses on file
Official SEC filing: View on IAPD