SEEK FIRST INC.

Overview

Seek First Inc. is an independent registered investment adviser organized as a corporation and registered with the SEC in 2023. The firm serves both individual/family and institutional clients and operates as a capital allocator. Its advisory services center on financial planning, portfolio management for individuals and small businesses, and the selection of other advisers. Compensation is a mix of percentage-of-assets and fixed fees. The firm does not identify itself as an active ESG investor and is not flagged as a multistate adviser in the available profile.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices