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
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