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SEACREST WEALTH MANAGEMENT, LLC

Tel: 914-502-1900
3000 Westchester Avenue
Suite 206
Purchase, New York  10577

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SEACREST WEALTH MANAGEMENT, LLC

SEACREST WEALTH MANAGEMENT, LLC is a Purchase, New York based financial advisory firm with nearly $1,561,182,425 in assets under management and provides investment advisory services for 3945 clients. There are currently 51 financial advisors at the firm.

General Information

Advisory Services Provided:

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

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

Firm CRD#:

147092

SEC#:

801-69141

No. of Clients:

3945

Assets under Management

$1,561,182,425

No. of Advisors:

51

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