Seek First Inc.

Seek First Inc. (CRD# 312546) is a financial advisory firm headquartered in Campbell, CA. They manage $135,000,000 in 150 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
1999 South Bascom Ave, Suite 700, Campbell, CA 95008
https://www.seekfirstinc.com/
By the Numbers
  • Total Assets Under Management
    135
    MILLION
  • Total Number of Accounts
    150
    ACCOUNTS
  • Average Account Value
    $900,000
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, WA

Financial Advisors at Seek First Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Scott Pearring, financial advisor Campbell CA
Scott J. Pearring
CRD#: 5860998
1999 South Bascom Ave, Suite 700, Campbell, CA 95008

Scott Pearring (CRD# 5860998) is an Investment Advisor Representative working at Seek First Inc. in Campbell, CA and has over 13 years of experience in the finance industry.

2
Aaron Beeson, financial advisor Ellensburg WA
Aaron S. Beeson
CRD#: 7349233
Ellensburg, WA

Aaron Beeson (CRD# 7349233) is an Investment Advisor Representative working at Seek First Inc. in Ellensburg, WA and has over 4 years of experience in the finance industry.

3
Trystan Cleaver, financial advisor Campbell CA
Trystan Cleaver
CRD#: 7812011
1999 South Bascom Ave, Suite 700, Campbell, CA 95008

Trystan Cleaver (CRD# 7812011) is an Investment Advisor Representative working at Seek First Inc. in Campbell, 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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