DBA Seslia Securities

RIAState Registered
Total AUM
$50.5M
Discretionary
$39.9M
79% of AUM
Avg account
$349K
Accounts
145
Employees
2
Advisory reps
3

Firm details

Headquarters
St Thomas, VI
CRD number
30624
Website
www.seslia.com
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • Individuals52.91%
  • Charitable Organizations21.39%
  • State / Municipal Government19.51%
  • Corporations / Businesses6.19%
Services
Portfolio Management for IndividualsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

DBA Seslia Securities is organized as a limited liability company operating as an independent registered investment adviser and capital allocator. The firm serves both individual/family and institutional clients and combines portfolio management for individuals and small businesses with pension consulting, manager selection, and educational seminars. It also operates as an insurance broker. Compensation is a mix of percentage-of-AUM and fixed fees. The firm does not position itself as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 50%, Public Funds/Mutual Funds 35%, Cash & Cash Equivalents 10%, Investment Grade Corp Bonds 3%, State & Local Bonds 1%, Derivatives 1%50%
  • Exchange Traded Equities50%
  • Public Funds/Mutual Funds35%
  • Cash & Cash Equivalents10%
  • Investment Grade Corp Bonds3%
  • State & Local Bonds1%

Contacts

3 of 3
  • Justin Moorhead

    Justin Moorhead

    PresidentCRD 1510448

  • Joseph Moorhead

    Joseph Moorhead

    Investment AdvisorCRD 2267511

  • Marcia Moore

    Marcia Moore

    AdvisorCRD 2733531

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

St Thomas, VI

Location

St Thomas, VI

Headquartered in St Thomas, VI.

Address
2107 Crystal Gade
Office locations

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