Seasonal Strategy

Seasonal Strategy (CRD# 134456) is a financial advisory firm headquartered in , . They manage $56,759,861 in 124 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
http://seasonalstrategy.com
By the Numbers
  • Total Assets Under Management
    57
    MILLION
  • Total Number of Accounts
    124
    ACCOUNTS
  • Average Account Value
    $457,741
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, TX

Financial Advisors at Seasonal Strategy
Showing 1 - 2 of 2 top financial advisors.
1
Robert Gavrich, financial advisor Reno NV
Robert J. Gavrich
CRD#: 1040979
Reno, NV

Robert Gavrich (CRD# 1040979) is an Investment Advisor Representative working at Seasonal Strategy in Reno, NV and has over 35 years of experience in the finance industry.

2
Susan Gavrich, financial advisor Alameda CA
Susan P. Gavrich
CRD#: 3144126
Alameda, CA

Susan Gavrich (CRD# 3144126) is an Investment Advisor Representative working at Seasonal Strategy in Alameda, CA and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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