Investment adviser · CRD 121237
PERRY B. SEIFFERT, INVESTMENT MANAGEMENT
Investment adviser filing (IA)
SEIFFERT LTD.
BETHESDA, MD, United States · Form ADV filed Jul 13, 2012
- Regulatory AUM
- $54.2M Form ADV · Item 5.F
- Client accounts
- 199 Accounts, not individual clients
Not available in this filing: Employees, Advisory professionals.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jul 13, 2012. View historical filings
Reported services
Financial planning · Individual portfolio management
Compensation
Percentage of assets · Fixed
Principal office
4550 MONTGOMERY AVENUE, SUITE 760 NBETHESDA, MD, 20814, United States
CRD 121237
Filing source
Form ADV 659563 · Jul 13, 2012 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.