A complete list of active advisors currently associated with Julius Arthur Seibert & Company, LLC

Warmer can help you find a great advisor at Julius Arthur Seibert & Company, LLC or one who fits your needs even better.

Julius Arthur Seibert & Company, LLC provides discretionary and non‑discretionary investment advisory services and occasional investment and non‑investment consulting to individuals, high‑net‑worth clients, trusts and estates. The firm’s Form ADV reports it manages roughly $65.5 million in client assets across both discretionary and non‑discretionary accounts. Portfolios are constructed with an emphasis on low‑cost, diversified mutual funds and ETFs, while individual stocks or bonds and legacy holdings may be used where they fit a client’s overall strategy or tax considerations. The firm uses fundamental, technical and charting analysis and implements long‑term, short‑term and trading strategies, with ongoing personal contact and periodic reviews and specific procedures for retirement accounts and non‑discretionary engagements. The brochure calls attention to independent third‑party ratings and points clients to outside resources such as the SEC’s adviser information page and the firm website, a disclosure practice that is uncommon among similarly sized advisors. The firm also emphasizes the principal’s CFP® credential and lengthy industry experience and discloses outside activity managing rental properties, details that may be relevant to prospective clients assessing experience and potential conflicts.

To learn more about the advisors currently working at Julius Arthur Seibert & Company, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.