Seeman Holtz Financial Corp. is a related adviser based in Hollywood. It manages $11.82 million of regulatory assets for 114 client accounts. It has been registered with the SEC as an adviser since 2007.
Seeman Holtz Financial Corp provides financial planning services and portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Seeman Holtz Financial Corp. is $11.82 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 744% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Seeman Holtz Financial Corp. for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Marshal Seeman has been acting as President since 1 Oct 2007. Seeman Holtz Holding Corp. joined the executive team most recently as the Owner.
The principal office where Seeman Holtz Financial Corp. performs its advisory services is located at 2700 N 29 Th Avenue, Suite 308, Hollywood, FL 33020, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 954-926-1090 or by fax 954-926-8468. The normal business hours are 9:00 a.m. - 4:00 p.m. on Monday - Friday.