S
CRD: 106894
Seidman Investment Portfolios
$69.7M Total AUM
$69.7M Disc. AUM
-- 3Y CAGR
1 Employees
62 ADV. Clients
14 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 05-29-2012
- Office Locations
- 1
Office Locations
23 Mayflower Lane Vineyard Haven MA
About Seidman Investment Portfolios
Seidman Investment Portfolios is a Vineyard Haven-based RIA. The firm has been operating for 14 years. Managing $69.7M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and TD Ameritrade.
Team overview
-- AVG AGE
$69.7M AVG AUM / ADVISOR
$1.1M AVG AUM / CLIENT
14.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
0 RIA Reps
14yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
DANIEL JAY SEIDMAN
Chief Compliance Officer, President
- CRD
- #1390629
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $69,720,366 | $203,388 |
| Non-Discretionary | $0 | $10,895,000 |
| Total | $69,720,366 | $305,213 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available Municipal Bonds:
Available Corporate - Investment Grade:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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