SEEKER FINANCIAL LLC

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
1
Advisory reps
1

Firm details

Headquarters
AFTON, Wyoming
CRD number
330481
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Services
Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Seeker Financial LLC operates as a limited liability company focused on providing financial planning services and portfolio management for individuals and small businesses. The firm emphasizes educational initiatives, offering seminars and workshops to enhance clients' understanding of financial matters. Seeker Financial LLC does not engage in capital allocation or act as a pension consultant, and it is not classified as a multi-state adviser. The firm operates under a fee structure that includes a percentage of assets under management, hourly charges, and fixed fees.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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

Contacts

1 of 1
  • JOSHUA WILLIAMS

    President, Financial AdvisorCRD 4967211

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

AFTON, WY

LINCOLN

Location

AFTON, WY

Headquartered in AFTON, WY, in the West of the United States.

Region
West
County
LINCOLN
Address
33 Mantua Meadows Ln
Time zone
MT (UTC-7)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth