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SEEK FIRST INC.

UUIDba679587-ff33-55c6-b444-ad5abde1da07
TypeASSET_MANAGER
Status
Created2025-10-23 02:23:55
Updated2025-10-23 02:23:55

Available Loaders

Identifiers

AuthorityIdentifierDisplayAs OfConfidence
adv_crd 312546 312546 1.0
sec_file_number 801-128770 801-128770

Profile

Websitehttps://www.seekfirstinc.com/
HQ CityCAMPBELL
HQ StateCA
HQ CountryUnited States
AUM (USD)
AUM As OfNone

ADV Metrics

Assets & Accounts

  • RAUM (total)202,666,684.0
  • RAUM (discretionary)202,666,684.0
  • Actionable assets185,823,151.0
  • Accounts464.0

Institutional Clients

  • Government AUM0.0
  • Pension AUM0.0
  • Charitable AUM0.0
  • HNW AUM182,823,151.0

As of 2025-05-15 00:00:00 • Source ia09022025.xlsx

People

NameTitleRoleEmailEvidence
No people recorded.

Outbound Affiliations

RelationOrganizationLast UpdatedEvidence
No outbound affiliations.

Inbound Affiliations

RelationOrganizationLast UpdatedEvidence
No inbound affiliations.

Evidence

No evidence recorded for this organization yet.