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SEAMOUNT FINANCIAL GROUP INC
CRD 107834 · SEC 801-56412
90 SO CASCADE AVENUE, SUITE 970, COLORADO SPRINGS, CO, 80903, United States
Phone
719-471-1171
Fax
719-471-1972
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$745.2M
Discretionary AUM
$745.2M
Team
10 total employees; 6 advisory reps; 3 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-25
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 304 | $130.3M |
| High net worth individuals | 181 | $589.7M |
| Pension/profit sharing plans | 14 | $23.3M |
| Corporations/business entities | 2 | $2.0M |
States served
AZ, CA, CO, MI, NE, OR, WA, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD