CRD: 117256
Joseph Seep & Associates, LLC
Tempe, AZ
4802267793
$35.4M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
90 ADV. Clients
24 yrs Firm Age
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- Custodian
- American Funds · Capital Group · Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 10-10-2001
- Office Locations
- 1
Office Locations
-- Tempe AZ
About Joseph Seep & Associates, LLC
Joseph Seep & Associates, LLC is a Tempe-based RIA. The firm has been operating for 24 years. Managing $35.4M in total assets under management, with 1 advisory representatives. They custody assets with American Funds and Capital Group. Services offered include Asset Management, Estate Planning, Financial Planning.
Team overview
-- AVG AGE
$35.4M AVG AUM / ADVISOR
$393.7K AVG AUM / CLIENT
24.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
24yrs Firm Age
Insights
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Asset Classes
Glacier Foundation Horizon
Client Personas
Zenith oak
Investment Themes
Vector optima Frontier alpha Harbor summit
Investment Vehicles
Optima Vertex
Services
Momentum Signal Beacon Peak Quantum Horizon ember North
Owner & Executives
J
JOSEPH GLEN SEEP
Owner
- CRD
- #2328661
- Ownership
- 50% but less than 75%
(402) 357-2578
signal.horizon@glaciercapital.com
in linkedin.com/in/peak-crest
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $35,430,899 | -- |
| Total | $35,430,899 | -- |
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Separately Managed Accounts
Total SMA Asset: $35,430,899
Public Funds:
100.0% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $715,721,265 | 100.0% |
| Total | $715,721,265 | 100.0% |