SEILER & ASSOCIATES, LLC

Overview

Seiler & Associates, LLC is a small, independent registered investment adviser that focuses on serving individual and family clients with discretionary portfolio management and financial planning. The firm prefers pooled public vehicles—primarily mutual funds and similar public funds—as the backbone of client portfolios, using these vehicles to deliver diversified equity and fixed income exposure without relying heavily on direct stock selection. Fee arrangements are flexible, including percentage-of-AUM billing alongside hourly and fixed-fee options, which supports both ongoing advisory relationships and one-off planning engagements. Advisory services extend to portfolio management for small businesses and institutions in addition to individuals, and the firm lists an accounting affiliation that suggests they integrate tax considerations into investment and planning work. Seiler & Associates is not positioned as an ESG-driven adviser and does not report multi-state adviser status.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices