Seek & Find Financial
Firm details
- Headquarters
- Chesterton, Indiana
- CRD number
- 335231
- Website
- seekandfindfinancial.com
- Custodians
- ALTRUIST FINANCIAL LLC
- Fee structure
- Percentage of AUM
- Client types
- Individuals68.32%
- HNWI13.43%
- Pension & Profit Sharing Plans12.85%
- Corporations / Businesses5.4%
- Services
- Portfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Seek & Find Financial is an independent, individually owned registered investment adviser operating as a limited liability company. The firm serves both individual and family clients as well as institutional relationships and charges advisory fees based on a percentage of assets under management. Its stated advisory offerings include portfolio management for individuals and small businesses and pension consulting services. The firm does not identify itself as an active ESG investor and is not a multi-state adviser.
Assets & Accounts
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
- Public Funds/Mutual Funds76%
- Cash & Cash Equivalents10%
- Exchange Traded Equities9%
- US Government Bonds4%
- Investment Grade Corp Bonds1%
Contacts
3 of 3
Daniel Delaney
Financial AdvisorCRD 7058750
Michael Halloran
Investment Adviser RepresentativeCRD 8155299
Hayden Kaminski
Investment Adviser RepresentativeCRD 8219737
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Chesterton, IN
Porter
Location
Chesterton, IN
Headquartered in Chesterton, IN, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- Porter
- Address
- 880 Sidewalk Rd
- Time zone
- ET (UTC-5)
- Office locations
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