$55.1M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
65 ADV. Clients
17 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Stonex
- Clients
- Retail
- Platforms
- Available
- Established Date
- 07-07-2009
- Office Locations
- 1
Office Locations
-- RYE NH
About Seaport Financial Planning, LLC
Seaport Financial Planning is a Rye, NH-based independent advisory firm serving New England pre-retirees and retirees with holistic financial planning. The firm supports rollover strategies, portfolio diversification/asset allocation and market-risk reduction, plus Medicare and insurance planning, tax considerations, and estate document reviews. A notable prospecting hook is its complimentary 59 Minute Personal Asset Review.
Team overview
-- AVG AGE
$55.1M AVG AUM / ADVISOR
$847.6K AVG AUM / CLIENT
7.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
17yrs Firm Age
Insights
Available
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Available
Available
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Available
Asset Classes
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
C
CARL JAMES BOEDECKER
President
- CRD
- #4807795
- 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 | $0 | -- |
| Non-Discretionary | $55,095,541 | -- |
| Total | $55,095,541 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Other:
Available Cash:
Available Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Other | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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