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Seidman Daniel Jay (Vineyard Haven)


Seidman Daniel Jay is an adviser based in Vineyard Haven. It manages $32.05 million of regulatory assets for 105 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of California.

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Seidman Daniel Jay provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and publication of newsletters. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Seidman Daniel Jay: assets under management

The assets under management (AUM) of Seidman Daniel Jay is $32.05 million. The firm's AUM has gone down by -9% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $21.15 million in discretionary accounts and $10.9 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $203.39 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $10.9 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Seidman Daniel Jay for their services and products based on a percentage of assets under management and hourly charges. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Vineyard Haven

The principal office where Seidman Daniel Jay performs its advisory services is located at 23 Mayflower Lane, Vineyard Haven, MA 02568 6021, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 508 696-0330 or by fax 508 693-2519. The normal business hours are 9 am to 4 pm on Monday - Friday. You can find more information about the New York firm at seidmansays.com.


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