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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 06-08-2018
- Office Locations
- 1
Office Locations
About Seen Consulting LLC
SEEN Consulting LLC is a retail-focused RIA providing asset management and financial planning, including investment planning, portfolio construction, tax planning, retirement planning, and insurance guidance. The firm’s portfolios show a heavy equity allocation with meaningful ETF use alongside individual equities and a fixed-income sleeve (munis and investment-grade bonds). Custody is primarily through Charles Schwab.
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Owner & Executives
SUZANNE C. CHEN
Chief Compliance Officer, Managing Member, Principal
- CRD
- #2487601
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $52,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $52,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Equity - OTC | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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