SEEK & FIND FINANCIAL

SEEK & FIND FINANCIAL of CHESTERTON, IN is an SEC-registered investment adviser (CRD 335231). Regulatory assets under management: $13.8M.

Registration

• CRD: 335231
• Type: Registered investment adviser
• Location: 880 SIDEWALK RD, CHESTERTON, IN, 46304
• Phone: 219-316-9839
• Latest filing: 2026-06-19
• Regulatory AUM: $13.8M
• Discretionary AUM: $11.3M
• Non-discretionary AUM: $2.5M
• Clients: 3
• Accounts: 46

Business model

Compensation: % of AUM.

Clients served: High net worth, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 335231 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search