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SEEK FIRST INC.
CRD 312546 · SEC 801-128770
1999 SOUTH BASCOM AVE, SUITE 700, CAMPBELL, CA, 95008, United States
Phone
866-398-4044
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$251.0M
Discretionary AUM
$251.0M
Team
6 total employees; 3 advisory reps
Clients
51-100
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-05-26
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 22 | $19.0M |
| High net worth individuals | 63 | $229.0M |
| Corporations/business entities | 1 | $3.0M |
States served
CA, WA, TX
All web addresses on file
Official SEC filing: View on IAPD