Seek First Inc.
Firm details
- Headquarters
- Campbell, California
- CRD number
- 312546
- Registered since
- September 21, 2023
- Website
- seekfirstinc.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI91.24%
- Individuals7.57%
- Corporations / Businesses1.2%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Seek First Inc. is an independent registered investment adviser that signed up with the SEC in 2023. The firm operates as a corporation owned by an individual and describes itself as a capital allocator serving both individual and family clients as well as institutional accounts. Its advisory services center on financial planning, portfolio management for individuals and small businesses, and the selection of other advisers. Fee arrangements include both a percentage of assets under management and fixed-fee engagements. The firm does not identify as an active ESG investor.
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
Asset composition
- Exchange Traded Equities78%
- Cash & Cash Equivalents14%
- Investment Grade Corp Bonds4%
- US Government Bonds3%
- State & Local Bonds1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 40Active vs passive
$108M in ETFs
97%
$104M
2%
$3.7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SCHWAB US LARGE-CAP GROWTH ETF (SCHG) | Schwab | Passive | Large Growth | $26M | 723,125 | 24.13% |
Location
Campbell, CA
Santa Clara
Location
Campbell, CA
Headquartered in Campbell, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- Santa Clara
- Address
- 1999 S Bascom Ave
- Time zone
- PT (UTC-8)
- Office locations
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