Seal Financial Services, Inc. (Denver)

Name: Seal Financial Services, Inc.
Address: 7600 E. Eastman Ave, Suite 412, Denver, CO, 80231
Telephone: 303-671-9777

Seal Financial Services, Inc. is a large advisory firm based in Denver. It manages $113.34 million of regulatory assets for 521 client accounts. It has been registered with the SEC as an adviser since 2002 and has operated in the jurisdictions of California and Colorado.

Seal Financial Services provides financial planning services, portfolio management for individuals and small businesses, pension consulting services, and educational seminars and workshops. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.

Seal Financial Services: assets under management

The assets under management (AUM) of Seal Financial Services, Inc. is $113.34 million. The firm's AUM has grown by 21% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $99.82 million in discretionary accounts and $13.52 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $202.47 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $482.79 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Seal Financial Services, Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. 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.

Careers at Seal Financial Services, Inc.

Gregory Phillip Seal has been acting as President since 1 Jul 2000. Janet Lenore Mccoy joined the executive team most recently as the Principal.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Gregory Phillip Seal	President	1 Jan 1985	75% - 100%	1290465
Inc. Seal Financial Services	President	1 Jul 2000	75% - 100%	113945
Gregory Phillip Seal	President	1 Jul 2000	75% - 100%	1290465
Janet Lenore Mccoy	Principal	1 Jan 2004	Other	3125660

Based in Denver

The principal office where Seal Financial Services, Inc. performs its advisory services is located at 7600 E. Eastman Ave, Suite 412, Denver, CO 80231, 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 303-671-9777 or by fax 303-671-9333. The normal business hours are 8:00 am-5:00 pm on Monday - Friday. You can find more information about the New York firm at sealfinancial.com.