CRD: 117407
Seahorse Financial Advisers Inc.
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- Custodian
- Charles Schwab & Company · Nationwide · Vanguard
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-01-1993
- Office Locations
- 1
Office Locations
About Seahorse Financial Advisers Inc.
Seahorse Advisers is a New York RIA serving families worldwide seeking US-dollar portfolios held in the U.S., emphasizing regular income in low-rate environments and long-term capital security for family heads and heirs. The firm is led by president Edvard Jorgensen, an investment manager and New York-licensed attorney. Client access is supported via Charles Schwab custody and a Morningstar web portal, and the firm is not open to the general public.
Team overview
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Asset Classes
Investment Themes
Investment Vehicles
Services
Owner & Executives
EDVARD JORGENSEN
Chief Compliance Officer, President
- CRD
- #4499232
- Ownership
- 75% or more
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $86,722,929 | $4,336,146 |
| Non-Discretionary | $0 | -- |
| Total | $86,722,929 | $4,336,146 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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