Seidman Private Advisors LLC (Kirkland)

Seidman Private Advisors LLC is a large advisory firm based in Kirkland. It manages $34.14 million of regulatory assets for 35 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdictions of California, Florida, Georgia, and 11 other states.

Seidman Private Advisors provides financial planning services, portfolio management for individuals and small businesses, and pension consulting services. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Seidman Private Advisors: assets under management

The assets under management (AUM) of Seidman Private Advisors LLC is $34.14 million. The company doesn't manage any assets belonging to foreign clients.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Seidman Private 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.

Careers at Seidman Private Advisors LLC

Victoria Kay Serles has been acting as President since 1 Apr 2004. Howard Bruce Allenberg joined the executive team most recently as the Board Member.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Victoria Kay Serles	President	1 Apr 2004	Other	4631684
Cordell Loren Almond	Associate	1 Apr 2004	Other	4657422
Llp Bdo Seidman	Owner	1 Apr 2004	75% - 100%	00-0000000
Howard Bruce Allenberg	Board member	1 Oct 2004	Other	4414740
James Robert Blinka	Board member	1 Oct 2004	Other	4700866

Indirect Owners

The SEC currently registers 10 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Harold Richard Simmons	Partner - assurance partner	1 Apr 1974	Other	4415138
Terrence Eldon Kelly	Partner - tax partner & bdo international policy board member	1 Apr 1978	Other	4414999
Charles W Bee	Partner - tax partner	1 Jul 1984	Other	4414741
Shawn N Carson	Partner - tax partner	1 Jul 1997	Other	4414742
Wayne A Kolins	Partner - natl director of assurance services	1 Jul 2000	Other	4861417
Leland E Graul	Partner - national director of sec services	1 Jul 2000	Other	4861422
Alphonse A Ferrara	Partner - national director of retail services	1 Jul 2000	Other	4861426
Robert A Gaida	Partner - national director of human resources sales & marketing	1 Jan 2001	Other	4414744
Thomas W Hiller	Partner - central region business line leader - assurance services	1 Sep 2003	Other	4861428
Jack Allen Weisbaum	Manager - chairman of board	1 Oct 2003	Other	4415290

Based in Kirkland

The principal office where Seidman Private Advisors LLC performs its advisory services is located at 520 Kirkland Way, Kirkland, WA 98033 The mailing address of the firm is P.O. Box 699, Kirkland, WA 98083 0699. An additional office of the firm is in Houston, TX. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 800-785-9340 or by fax 425-650-6865. The normal business hours are 9am - 5pm on Monday - Friday.