SEEKER FINANCIAL LLC
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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
1 of 1JOSHUA WILLIAMS
President, Financial AdvisorCRD 4967211
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
HALE FINANCIAL SOLUTIONS, LLC
RIAAFTON, WY
AFINITIV LLC
RIASHERIDAN, WY
SCOTT INVESTMENT ADVISORS, L.P.
RIAJACKSON, WY
GOLDEN STATE WEALTH MANAGEMENT, LLC
RIAPOWELL, WY
FLAT ROCK GLOBAL
RIAJACKSON, WY
CANNELL CAPITAL LLC
RIAALTA, WY