$22.2M Total AUM
$22.2M Disc. AUM
-- 3Y CAGR
2 Employees
5 ADV. Clients
23 yrs Firm Age
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- Custodian
- --
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-01-2003
- Office Locations
- 1
Office Locations
-- West Chester PA
About Seiwell Advisors, LLC
Seiwell Advisors, LLC is a West Chester-based RIA. The firm has been operating for 23 years. Managing $22.2M in total assets under management, with 1 advisory representatives.
Team overview
-- AVG AGE
$22.2M AVG AUM / ADVISOR
$4.4M AVG AUM / CLIENT
23.5 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
23yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
R
RICHARD JOSLIN SEIWELL
Manager
- CRD
- #1770496
- Ownership
- 50% but less than 75%
Available
Available
Available
L
LINDA PETREE SEIWELL
Manager
- CRD
- --
- Ownership
- 25% but less than 50%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $22,234,757 | -- |
| Non-Discretionary | $0 | -- |
| Total | $22,234,757 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Corporate - Investment Grade:
Available U.S. Government/Agency:
Available Cash:
Available Equity - OTC:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Equity - OTC | Available | Available |
| Total | Available | Available |
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