Se connecter Inscription gratuite

Sea Change Capital Advisors, LLC (Plantation)


Sea Change Capital Advisors, LLC is an adviser based in Plantation. It manages $500 thousand of regulatory assets for 5 client accounts. It has been registered with the SEC as an adviser since 2014 and has operated in the jurisdiction of Florida.

Logo

Sea Change Capital Advisors 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.

Sea Change Capital Advisors: assets under management

The assets under management (AUM) of Sea Change Capital Advisors, LLC is $500 thousand, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.


The firm manages $500 thousand in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $100 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Sea Change Capital Advisors, LLC for their services and products based on a percentage of assets under management and hourly charges. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Plantation

The principal office where Sea Change Capital Advisors, LLC performs its advisory services is located at 8201 Peters Road, Plantation, FL 33324, 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 800-236-9605 or by fax N/A. The normal business hours are 9:00 am - 5:00pm on Monday - Friday. You can find more information about the New York firm at seachangeportfolio.com.


Registered investment advisers similar to Sea Change Capital Advisors, LLC