THOMAS SEAMAN COMPANY
Firm details
- Headquarters
- LAGUNA BEACH, California
- CRD number
- 135245
- Website
- www.thomasseaman.com
- Custodians
- CHARLES SCHWAB & CO., INC., GOLDMAN SACHS & CO. LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI73.61%
- Individuals26.39%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Thomas Seaman Company is a privately owned advisory corporation that focuses on portfolio management for individual and small-business clients. The firm charges clients through a mix of asset-based fees and fixed-fee arrangements and operates as an adviser to individual and family clients rather than institutions or pensions. Its practice is not presented as an active ESG investor and it reports discretionary advisory authority across its managed assets.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 Equities96%
- Cash & Cash Equivalents2%
- US Government Bonds1%
- State & Local Bonds1%
Contacts
1 of 1THOMAS SEAMAN
PrincipalCRD 1612520
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
LAGUNA BEACH, CA
ORANGE
Location
LAGUNA BEACH, CA
Headquartered in LAGUNA BEACH, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- ORANGE
- Address
- 465 Forest Ave
- Time zone
- PT (UTC-8)
- Office locations
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