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SEILER & ASSOCIATES, LLC
CRD 134524
3452 E. FOOTHILL BLVD., SUITE 400, PASADENA, CA, 91107, United States
Phone
(626) 432-1600
Fax
(626) 432-1687
Registration
— (—)
Source
State registered
Total AUM
$59.7M
Discretionary AUM
$59.5M
Team
3 total employees; 3 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2025-03-29
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 51 | $25.4M |
| High net worth individuals | 13 | $34.3M |
All web addresses on file
Official SEC filing: View on IAPD