Seidman Investment Portfolios

Seidman Investment Portfolios (CRD# 106894) is a financial advisory firm headquartered in Vineyard Haven, MA. They manage $40,656,268 in 98 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    41
    MILLION
  • Total Number of Accounts
    98
    ACCOUNTS
  • Average Account Value
    $414,860
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
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
  • Publication of periodicals or newsletters
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, MA

Financial Advisors at Seidman Investment Portfolios
Showing 1 - 1 of 1 top financial advisors.
1
Daniel J. Seidman
CRD#: 1390629
23 Mayflower Lane, Vineyard Haven, MA 02568
73
Wealthminder
score

Daniel Seidman (CRD# 1390629) is an Investment Advisor Representative working at Seidman Investment Portfolios in Vineyard Haven, MA and has over 31 years of experience in the finance industry.

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