A complete list of active advisors currently associated with Seen Consulting LLC
Warmer can help you find a great advisor at Seen Consulting LLC or one who fits your needs even better.
SEEN Consulting LLC provides discretionary portfolio management and financial consulting to individual and high‑net‑worth clients, managing approximately $52 million across a small client base of about 32 accounts. The firm delivers tailored investment advice and ongoing account administration and charges fees calculated as a percentage of assets under management. Its investment process blends technical and charting methods (including cyclical analysis) with fundamental analysis and modern portfolio theory to build diversified portfolios across equities, corporate debt, mutual funds, money market funds, real estate and REITs. The firm operates with discretionary trading authority, conducts at least monthly account reviews, and offers financial consulting to portfolio clients at no additional charge while advising that tax considerations should be addressed with a tax professional. Notable operational features include a relatively high level of assets per client compared with many solo independent advisers and a principal with extended institutional brokerage and corporate finance experience. The firm participates in an institutional custody program that provides research and administrative benefits, does not aggregate orders into block trades, does not vote client proxies, and generally relies on custodian statements rather than producing regular written performance reports.
To learn more about the advisors currently working at Seen Consulting 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.
Name |
Location |
Years of experience |
|---|---|---|
Ontario, CA
| 27
|
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