Seeman Holtz Financial Corp. (Hollywood)

Seeman Holtz Financial Corp. is a related adviser based in Hollywood. It manages $11.82 million of regulatory assets for 114 client accounts. It has been registered with the SEC as an adviser since 2007.

Seeman Holtz Financial Corp provides financial planning services and portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Seeman Holtz Financial Corp: assets under management

The assets under management (AUM) of Seeman Holtz Financial Corp. is $11.82 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 744% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $11.82 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $103.65 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Seeman Holtz Financial Corp. for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Seeman Holtz Financial Corp.

Marshal Seeman has been acting as President since 1 Oct 2007. Seeman Holtz Holding Corp. joined the executive team most recently as the Owner.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Scott Anthony Hudson	Chief compliance officer	1 Sep 2007	Other	2493096
Seeman Holtz Holding Corp.	Owner	1 Oct 2007	75% - 100%	26-1158308
Eric Holtz	Vice president	1 Oct 2007	Other	5430952
Marshal Seeman	President	1 Oct 2007	Other	5430954
Eric Charles Holtz	Vice president	1 Oct 2007	Other	5430952
Marshal Scott Seeman	President	1 Oct 2007	Other	5430954

Based in Hollywood

The principal office where Seeman Holtz Financial Corp. performs its advisory services is located at 2700 N 29 Th Avenue, Suite 308, Hollywood, FL 33020, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.