Seabridge Investment Advisors LLC

RIASEC Registered
Total AUM
$771M
Discretionary
$771M
100% of AUM
Avg account
$1.6M
Accounts
482
Employees
12
Advisory reps
12

Firm details

Headquarters
Summit, New Jersey
CRD number
108681
Registered since
November 3, 1997
Website
seabridge.com
Custodians
CHARLES SCHWAB & CO., INC., MORGAN STANLEY & CO. LLC
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • HNWI61.5%
  • Charitable Organizations20.9%
  • Other Investment Advisers11.12%
  • Individuals4.02%
  • Corporations / Businesses1.37%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Seabridge Investment Advisors LLC is an independent, individually owned Registered Investment Adviser that has been SEC-registered since 1997. The firm focuses on financial planning and portfolio management for individuals, families and small businesses while also working with institutional clients. Its fee model combines asset-based fees and fixed fees. Seabridge does not identify as an active ESG investor in its disclosures.

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 59%, Public Funds/Mutual Funds 33%, Cash & Cash Equivalents 7%, State & Local Bonds 1%59%
  • Exchange Traded Equities59%
  • Public Funds/Mutual Funds33%
  • Cash & Cash Equivalents7%
  • State & Local Bonds1%

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 109

Active vs passive

$270M in ETFs

Passive

85%

$230M

Active

14%

$40.8M

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD MORTGAGE-BACKED SECURITIES INDEX FUND (VMBS)VanguardPassiveIntermediate Government$23.1M520,5258.55%
Unlock additional holdings →

Location

Primary office

Summit, NJ

Union

Location

Summit, NJ

Headquartered in Summit, NJ, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
Union
Address
450 Springfield Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth