$13.8M Total AUM
$11.3M Disc. AUM
-- 3Y CAGR
3 Employees
52 ADV. Clients
1 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Altruist
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 02-27-2025
- Office Locations
- 1
Office Locations
880 Sidewalk RD Chesterton IN
About Seek & Find Financial
Seek & Find Financial is a Chesterton-based RIA. The firm has been operating for 1 years. Managing $13.8M in total assets under management, with 3 advisory representatives. They custody assets with Altruist.
Team overview
28 AVG AGE
$4.6M AVG AUM / ADVISOR
$265.8K AVG AUM / CLIENT
0.9 yrs AVG TENURE
3 Employees
3 Advisory Reps
3 RIA Reps
1yrs Firm Age
Insights
Available
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
D
DANIEL JOHN DELANEY
Chief Compliance Officer, Managing Member
- CRD
- #7058750
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
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M
Michael William Halloran
--
- CRD
- #8155299
Available
Available
Available
H
Hayden Marcus Kaminski
--
- CRD
- #8219737
Available
Available
Available
Showing 2 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $11,298,515 | -- |
| Non-Discretionary | $2,522,313 | -- |
| Total | $13,820,828 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Cash:
Available Equity - Exchange:
Available U.S. Government/Agency:
Available Corporate - Investment Grade:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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