Seizert Hershey & Company LLC is a large advisory firm based in Bloomfield Hills. It manages $532.98 million of regulatory assets for 84 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Michigan.
Seizert Hershey & Company provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Seizert Hershey & Company LLC is $532.98 million. The firm's AUM has grown by 1620% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Seizert Hershey & Company LLC for their services and products based on a percentage of assets under management 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.
Edward Oscar Eberle has been acting as President since 1 Jan 2002. Charles Joseph Schmidt joined the executive team most recently as the Senior Vice President.
The principal office where Seizert Hershey & Company LLC performs its advisory services is located at 1668 South Telegraph Rd, Bloomfield Hills, MI 48302, 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 248-322-4000 or by fax 248-322-2750. The normal business hours are 8:30 a.m to 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at www.s-hco.com.