Investment adviser · CRD 312546
SEEK FIRST INC.
Investment adviser filing (IA)
CAMPBELL, CA, United States · Form ADV filed May 26, 2026
- Regulatory AUM
- $251M Form ADV · Item 5.F
- Client accounts
- 511 Accounts, not individual clients
- Employees
- 6 Reported in this filing
- Advisory professionals
- 3 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 63 | $229,000,000 | 91.2% |
| Individuals | 22 | $19,000,000 | 7.6% |
| Corporations & businesses | 1 | $3,000,000 | 1.2% |
Filing source
Form ADV 2108406 · May 26, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
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: May 26, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Selection of other advisers
Compensation
Percentage of assets · Fixed
Principal office
1999 SOUTH BASCOM AVE, SUITE 700CAMPBELL, CA, 95008, United States
CRD 312546
Filing source
Form ADV 2108406 · May 26, 2026 · 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.