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SEEK FIRST INC.

Tel: 866-398-4044
1999 South Bascom Ave
Suite 700
Campbell, California  95008

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SEEK FIRST INC.

SEEK FIRST INC. is a Campbell, California based financial advisory firm with nearly $135,000,000 in assets under management and provides investment advisory services for 150 clients. There are currently 6 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Selection for other advisors

Fee Structure:

Hourly charges, Fixed fees

Firm CRD#:

312546

SEC#:

801-128770

No. of Clients:

150

Assets under Management

$135,000,000

No. of Advisors:

6

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