Investment adviser · CRD 113945

SEAL FINANCIAL SERVICES, INC.

Investment adviser filing (IA)

DENVER, CO, United States · Form ADV filed Mar 21, 2014

Regulatory AUM
$113M
Form ADV · Item 5.F
Client accounts
521
Accounts, not individual clients
Employees
6
Reported in this filing
Advisory professionals
3
Investment advisory functions

Private funds & service providers

0 Private funds

The 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: Mar 21, 2014. View historical filings

Reported services

Financial planning · Individual portfolio management · Pension consulting · Educational seminars

Compensation

Percentage of assets · Hourly · Fixed

Principal office

7600 E. EASTMAN AVE, SUITE 412
DENVER, CO, 80231, United States

CRD 113945

Filing source

Form ADV 804137 · Mar 21, 2014 · 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.