JULIUS ARTHUR SEIBERT & COMPANY, LLC

Overview

Julius Arthur Seibert & Company, LLC operates as a privately held limited liability company focused on serving individual and family clients. Ownership is at the individual level and the firm charges clients via a mix of percentage-of-AUM and fixed fees. The firm's advisory remit centers on portfolio management for individuals and small businesses. The adviser is not positioned as a multi-state or ESG specialist, and it does not identify as a pension consultant, capital allocator, or related adviser. Its activity profile is narrowly focused on private clients rather than institutional mandates.

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Public Holdings

Investments & Alternatives