← Back to searchVisit website
SEEK & FIND FINANCIAL
SEEK & FIND FINANCIAL, LLC
CRD 335231
880 SIDEWALK RD, CHESTERTON, IN, 46304, United States
Phone
219-316-9839
Fax
N/A
Registration
— (—)
Source
State registered
Total AUM
$13.8M
Discretionary AUM
$11.3M
Team
3 total employees; 3 advisory reps; 3 broker-dealer reps
Clients
26-50
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-06-19
Disciplinary history
No
Services
Portfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 41 | $9.4M |
| High net worth individuals | 2 | $1.9M |
| Pension/profit sharing plans | 3 | $1.8M |
| Corporations/business entities | 3 | $746K |
All web addresses on file
Official SEC filing: View on IAPD