S.E.E.D. PLANNING GROUP, LLC

RIASEC RegisteredEst. 2015
Total AUM
$568M
Discretionary
$568M
100% of AUM
Avg account
$280K
Accounts
2,027
Employees
28
Advisory reps
19

Firm details

Headquarters
BINGHAMTON, New York
CRD number
188521
Registered since
April 16, 2015
Website
www.seedpg.com
Custodians
NATIONAL FINANCIAL SERVICES LLC, CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI73.12%
  • Individuals24.95%
  • Charitable Organizations1.66%
  • Corporations / Businesses0.27%
Services
Financial PlanningPortfolio Management for IndividualsPension Consulting

Firm profile

FINTRX

Overview

S.E.E.D. Planning Group, LLC is an independent registered investment adviser organized as an LLC and SEC-registered since 2015. The firm serves a mix of individual and family clients as well as institutional relationships. Its fee model includes asset-based fees plus hourly and fixed-fee engagements, and its advisory services emphasize financial planning, portfolio management for individuals and small businesses, and pension consulting. The firm does not identify as an active ESG investor and is not listed as a capital allocator.

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 57%, Public Funds/Mutual Funds 14%, Cash & Cash Equivalents 10%, Investment Grade Corp Bonds 8%, US Government Bonds 5%, State & Local Bonds 5%57%
  • Exchange Traded Equities57%
  • Public Funds/Mutual Funds14%
  • Cash & Cash Equivalents10%
  • Investment Grade Corp Bonds8%
  • US Government Bonds5%

Owners & executives

2 of 2

  • TRAVIS MAUS

    CEO, Senior Wealth ManagerCRD 5394182

  • DAVID NIRCHI

    Chief Operating OfficerCRD 5927754

Contacts

3 of 17

  • LUCAS NULSEN

    Investment AssociateCRD 7942570

  • Christopher Gettelfinger

    Investment AssociateCRD 7740286

  • ADEEB CHOWDHURY

    Associate Financial PlannerCRD 7944796

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 25

Active vs passive

$36.1M in ETFs

Passive

100%

$36.1M

Active

0%

$0

ETFProviderStyleCategoryValueShares% of portfolio
INVESCO BULLETSHARES 2027 CORPORATE BOND ETF (BSCR)InvescoPassiveTarget Maturity$3.6M180,8949.84%
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Location

Primary office

BINGHAMTON, NY

BROOME

Location

BINGHAMTON, NY

Headquartered in BINGHAMTON, NY, in the Northeast of the United States.

Region
Northeast
County
BROOME
Address
31 Lewis St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth