$59.7M Total AUM
$59.5M Disc. AUM
-- 3Y CAGR
3 Employees
64 ADV. Clients
25 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท JP Morgan
- Clients
- Retail
- Platforms
- Available
- Established Date
- 03-14-2001
- Office Locations
- 1
Office Locations
3452 E. Foothill Blvd., Suite 400 Pasadena CA
About Seiler & Associates, LLC
Seiler & Associates (Pasadena, CA) is a CPA-led firm serving individuals and small businesses nationwide, combining tax preparation/planning and accounting with wealth management, financial planning, and investment management. The practice emphasizes tax-efficient consulting for business owners and typically implements portfolios using mutual funds and ETFs, with custody at firms such as Charles Schwab.
Team overview
-- AVG AGE
$19.9M AVG AUM / ADVISOR
$932.6K AVG AUM / CLIENT
25.4 yrs AVG TENURE
3 Employees
3 Advisory Reps
3 RIA Reps
25yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
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Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
M
MARK STEPHEN SEILER
Associate, Managing Member
- CRD
- #4935887
- 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 | $59,513,932 | -- |
| Non-Discretionary | $171,920 | -- |
| Total | $59,685,852 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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