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).
Total Assets Under Management41MILLION
Total Number of Accounts98ACCOUNTS
Average Account Value$414,860
- A percentage of assets under your management
- Hourly charges
- 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
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.