S
$5.8M Total AUM
$5.8M Disc. AUM
-- 3Y CAGR
1 Employees
13 ADV. Clients
3 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 04-05-2023
- Office Locations
- 1
Office Locations
-- Tampa FL
About Sealex Advisory, LLC
Sealex Advisory, LLC is a Tampa-based RIA. The firm has been operating for 3 years. Managing $5.8M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
-- AVG AGE
$5.8M AVG AUM / ADVISOR
$446.2K AVG AUM / CLIENT
3.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
3yrs Firm Age
Insights
Available
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
ROBERT THOMAS GUITERMAN
Chief Compliance Officer, Financial Advisor, Managing Member, Senior Vice President
- CRD
- #4453114
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $5,800,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $5,800,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available U.S. Government/Agency:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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