SEEK FIRST INC.
Tel: 866-398-4044 1999 South Bascom Ave Suite 700 Campbell, California 95008
About 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
Firm CRD#:
312546
Firm SEC#:
801-128770
Assets Under Management:
$135,000,000
No. of Clients:
150
Advisory Services Provided:
Financial planning services, Portfolio management for individuals and/or small businesses, Selection for other advisors
Find & Compare Top Financial Advisors in your area
A better way to find the right financial advisor
Are you a Financial Advisor in California?
Active investors submitted requests in your area.
Do you qualify to be in our network and get matched?