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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 03-16-2021
- Office Locations
- 2
Office Locations
About Seek First Inc.
Seek First is an independent, fee-only fiduciary tax and financial planning firm based in San Jose, CA. The team provides integrated tax planning and filing, investment management, retirement planning, real estate analysis, insurance, and estate planning in one place, guided by its “Seek First Experience” process. Serves individuals including business owners and entrepreneurs and primarily implements portfolios using ETFs and public funds.
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Owner & Executives
SCOTT JASON PEARRING
Chief Compliance Officer, Chief Executive Officer, President
- CRD
- #5860998
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Aaron Scott Beeson
Director
- CRD
- #7349233
Trystan Cleaver
Financial Advisor
- CRD
- #7812011
Showing 2 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $251,000,000 | $491,194 |
| Non-Discretionary | $0 | -- |
| Total | $251,000,000 | $491,194 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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