Investment adviser · CRD 106894
SEIDMAN INVESTMENT PORTFOLIOS
Investment adviser filing (IA)
SEIDMAN DANIEL JAY
VINEYARD HAVEN, MA, United States · Form ADV filed Jun 28, 2012
- Regulatory AUM
- $32M Form ADV · Item 5.F
- Client accounts
- 105 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: Jun 28, 2012. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Publication of newsletters
Compensation
Percentage of assets · Hourly
Principal office
23 MAYFLOWER LANEVINEYARD HAVEN, MA, 02568-6021, United States
CRD 106894
Filing source
Form ADV 656833 · 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.