Seacrest Wealth Management, LLC

Assets Under Management

$1.6B

Number of Clients

1,720

Number of Advisors

37

Average Client AUM

$908K

AUM per Advisor

$42.2M

Compensation

Fee-Only (AUM)Fixed/Hourly

About This Firm

SeaCrest Wealth Management offers investment advisory services to individuals, high net worth individuals, trusts, estates, retirement plans, charitable organizations, and businesses. Services include financial planning, consulting, retirement planning and investment management.

Fee Structure

Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth
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Location

3000 Westchester Avenue, Suite 206, Purchase, NY, 10577

37 Advisors at this firm

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