CRD: 142288
Julius Arthur Seibert & Company, LLC
$65.5M Total AUM
$59.4M Disc. AUM
-- 3Y CAGR
3 Employees
97 ADV. Clients
19 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท UBS
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-08-2007
- Office Locations
- 1
Office Locations
8044 Montgomery Road Suite 265 Cincinnati OH
About Julius Arthur Seibert & Company, LLC
Cincinnati-based Julius Arthur Seibert & Company, LLC is a retail-focused RIA providing financial and investment planning, including tax and estate considerations, with an emphasis on disciplined, cycle-aware asset allocation and risk management. Portfolios commonly use ETFs, mutual funds, and fixed income, with custody support that includes Charles Schwab.
Team overview
-- AVG AGE
$65.5M AVG AUM / ADVISOR
$675.7K AVG AUM / CLIENT
19.6 yrs AVG TENURE
3 Employees
1 Advisory Reps
1 RIA Reps
19yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
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Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
P
PHILIP EDWARD SEIBERT
Chief Compliance Officer, President
- CRD
- #418113
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $59,382,661 | $380,494 |
| Non-Discretionary | $6,160,166 | $150,402 |
| Total | $65,542,827 | $346,939 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available Private Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Private Funds | Available | Available |
| Total | Available | Available |
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