Seek & Find Financial

Overview

Seek & Find Financial is a small, privately owned limited liability advisory firm that manages portfolios for individuals, families and some institutional clients. The firm charges a percentage-of-AUM advisory fee and reports portfolio management for individuals/small businesses alongside pension consulting among its advisory activities. It identifies as an owner-operated, single-state adviser and does not characterize itself as an ESG-focused manager. The firm lists an affiliation with an insurance company, which aligns with its use of annuity products. It does not act as a capital allocator and appears to rely on third-party managers for alternative exposures rather than operating its own funds.

Assets & Accounts

Investments & Alternatives