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SEAVIEW INVESTMENT MANAGERS LLC

2 Alhambra Plaza
Suite 802
Coral Gables, Florida 33134
Tel: 305-330-2332

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About SEAVIEW INVESTMENT MANAGERS LLC

SEAVIEW INVESTMENT MANAGERS LLC, formally registered with the SEC as SEAVIEW INVESTMENT MANAGERS LLC. The firm was established in 04/09/2019. They have over 1 offices throughout the country.

SEAVIEW INVESTMENT MANAGERS LLC is a Coral Gables, Florida based Financial Planning firm with nearly $1,135,188,909 assets under management, offering retirement planning & investment advisory services to 1461 clients. The firm is staffed with 11 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#300155
SEC#801-114975
Assets Managed by Firm$1,135,188,909
No. of Clients1461
No. of Advisors11

Fee Structure

  • A percentage of AUM
  • Performance Based

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection for other advisors
  • Publication of periodicals and newsletters
  • Other (SUB-ADVISORY SERVICES)

Firm Client Information

No. of ClientsAUM
Firm Total1461$1,135,188,909
Individuals (other than high net worth individuals)19$3,115,510
High net worth individuals1$2,339,850
Other investment advisers2$1,129,733,549

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