SEEK FIRST INC.

SEEK FIRST INC. of CAMPBELL, CA is an SEC-registered investment adviser (CRD 312546). Regulatory assets under management: $251.0M.

Registration

• CRD: 312546
• SEC file number: 801-128770
• Type: Registered investment adviser
• Location: 1999 SOUTH BASCOM AVE, SUITE 700, CAMPBELL, CA, 95008
• Phone: 866-398-4044
• Latest filing: 2026-05-26
• Regulatory AUM: $251.0M
• Discretionary AUM: $251.0M
• Clients: 6
• Accounts: 511

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Charities.

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 312546 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search