Investment adviser · CRD 114076

SEEL & WRIGHT, LLC

Investment adviser filing (IA)

PLEASANT HILL, CA, United States · Form ADV filed Jun 28, 2012

Regulatory AUM
$74.5M
Form ADV · Item 5.F
Client accounts
145
Accounts, not individual clients

Not available in this filing: Employees, Advisory professionals.

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: Jun 28, 2012. View historical filings

Reported services

Financial planning · Individual portfolio management

Compensation

Percentage of assets · Hourly · Fixed · Commissions

Principal office

395 TAYLOR BLVD,, SUITE 107
PLEASANT HILL, CA, 94523, United States

CRD 114076

Filing source

Form ADV 656422 · Jun 28, 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.