Seix Investment Advisors LLC

Seix Investment Advisors LLC (CRD# 146029) is a financial advisory firm headquartered in Park Ridge, NJ. They manage $16,590,482,300 in 124 accounts and serve the financial needs of clients across 52 states (or territories).

Current Firm Details
One Maynard Drive, Suite 3200, Park Ridge, NJ 07656
https://www.linkedin.com/company/65266/
By the Numbers
  • Total Assets Under Management
    16,590
    MILLION
  • Total Number of Accounts
    124
    ACCOUNTS
  • Average Account Value
    $133,794,212
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
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.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Financial Advisors at Seix Investment Advisors LLC
Showing 1 - 4 of 4 top financial advisors.
1
Michelle Gallo, financial advisor Park Ridge NJ
Michelle Gallo
CRD#: 2214280
One Maynard Drive, Suite 3200, Park Ridge, NJ 07656

Michelle Gallo (CRD# 2214280) is an Investment Advisor Representative working at Seix Investment Advisors LLC in Park Ridge, NJ and has over 29 years of experience in the finance industry.

2
Kimberly Maichle, financial advisor Atlanta GA
Kimberly C. Maichle
CRD#: 6367698
3333 Piedmont Road Ne, Suite 1500, Atlanta, GA 30305

Kimberly Maichle (CRD# 6367698) is an Investment Advisor Representative working at Seix Investment Advisors LLC in Atlanta, GA and has over 6 years of experience in the finance industry.

3
Michael Sebesta, financial advisor Park Ridge NJ
Michael G. Sebesta
CRD#: 2315984
One Maynard Drive, Suite 3200, Park Ridge, NJ 07656

Michael Sebesta (CRD# 2315984) is an Investment Advisor Representative working at Seix Investment Advisors LLC in Park Ridge, NJ and has over 8 years of experience in the finance industry.

4
Julie Vinar, financial advisor Atlanta GA
Julie C. Vinar
CRD#: 6121147
3333 Piedmont Road, Ne, Suite 1500, Atlanta, GA 30305

Julie Vinar (CRD# 6121147) is an Investment Advisor Representative working at Seix Investment Advisors LLC in Atlanta, GA and has over 9 years 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.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

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