SEED MONEY CONSULTING
Firm details
- Headquarters
- GREENWOOD VILLAGE, Colorado
- CRD number
- 306209
- Website
- www.seedmoneyconsulting.com
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Seed Money Consulting is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm serves individual and family clients and offers financial planning and portfolio management specifically geared to individuals and small businesses. Its billing mixes percentage-of-AUM and fixed-fee arrangements. Seed Money Consulting does not describe itself as an active ESG investor and is not set up as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities80%
- Investment Grade Corp Bonds20%
Owners & executives
1 of 1Shahab Maslehati
Founder and CEOCRD 7214381
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
GREENWOOD VILLAGE, CO
ARAPAHOE
Location
GREENWOOD VILLAGE, CO
Headquartered in GREENWOOD VILLAGE, CO, anchoring the Denver-Aurora, CO metro in the West.
- Metro area
- Denver-Aurora, CO
- Region
- West
- County
- ARAPAHOE
- Address
- 8400 E Prentice Ave
- Time zone
- MT (UTC-7)
- Office locations
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