Seidman Private Advisors LLC is a large advisory firm based in Kirkland. It manages $34.14 million of regulatory assets for 35 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdictions of California, Florida, Georgia, and 11 other states.
Seidman Private Advisors provides financial planning services, portfolio management for individuals and small businesses, and pension consulting services. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Seidman Private Advisors LLC is $34.14 million. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Seidman Private Advisors LLC for their services and products based on a percentage of assets under management and hourly charges. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Victoria Kay Serles has been acting as President since 1 Apr 2004. Howard Bruce Allenberg joined the executive team most recently as the Board Member.
The principal office where Seidman Private Advisors LLC performs its advisory services is located at 520 Kirkland Way, Kirkland, WA 98033 The mailing address of the firm is P.O. Box 699, Kirkland, WA 98083 0699. An additional office of the firm is in Houston, TX. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 800-785-9340 or by fax 425-650-6865. The normal business hours are 9am - 5pm on Monday - Friday.