JOSEPH SEEP & ASSOCIATES, LLC

JOSEPH SEEP & ASSOCIATES, LLC is an SEC-registered investment adviser (CRD 117256). Regulatory assets under management: $35.4M.

Registration

• CRD: 117256
• Type: Registered investment adviser
• Phone: 480-226-7793
• Latest filing: 2024-02-06
• Regulatory AUM: $35.4M
• Non-discretionary AUM: $35.4M
• Clients: 1
• Accounts: 175

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 117256 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search