SEACREST WEALTH MANAGEMENT, LLC - Financial Advisor in New York, Purchase

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

About 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

Firm CRD#:

147092

Firm SEC#:

801-69141

Assets Under Management:

$1,561,182,425

No. of Clients:

3945

No. of Advisors:

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

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