Seeman Holtz Financial Corp.

Seeman Holtz Financial Corp. (CRD# 145239) is a financial advisory firm headquartered in Boca Raton, FL. They manage $36,054,981 in 235 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    36
    MILLION
  • Total Number of Accounts
    235
    ACCOUNTS
  • Average Account Value
    $153,425
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, FL, NY

Financial Advisors at Seeman Holtz Financial Corp.
Showing 1 - 5 of 5 top financial advisors.
1
Dean J. Emmets
CRD#: 5533995
301 Yamato Road , Suite 2222, Boca Raton, FL 33431
93
Wealthminder
score

Dean Emmets (CRD# 5533995) is an Investment Advisor Representative working at Seeman Holtz Financial Corp. in Boca Raton, FL and has over 8 years of experience in the finance industry.

2
Scott A. Hudson
CRD#: 2493096
301 Yamato Road , Suite 2222, Boca Raton, FL 33431
93
Wealthminder
score

Scott Hudson (CRD# 2493096) is an Investment Advisor Representative working at Seeman Holtz Financial Corp. in Boca Raton, FL and has over 22 years of experience in the finance industry.

3
Paul Kapela
CRD#: 5213267
301 Yamato Road , Suite 2222, Boca Raton, FL 33431
93
Wealthminder
score

Paul Kapela (CRD# 5213267) is an Investment Advisor Representative working at Seeman Holtz Financial Corp. in Boca Raton, FL and has over 9 years of experience in the finance industry.

4
Sophia V. Webb
CRD#: 3005961
301 Yamato Road , Suite 2222, Boca Raton, FL 33431
93
Wealthminder
score

Sophia Webb (CRD# 3005961) is an Investment Advisor Representative working at Seeman Holtz Financial Corp. in Boca Raton, FL and has over 18 years of experience in the finance industry.

5
Michael S. Taylor
CRD#: 5232535
301 Yamato Road , Suite 2222, Boca Raton, FL 33431
73
Wealthminder
score

Michael Taylor (CRD# 5232535) is an Investment Advisor Representative working at Seeman Holtz Financial Corp. in Boca Raton, FL and has over 9 years of experience in the finance industry.

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