Seidler Investment Advisors Incorporated (Redlands)

Seidler Investment Advisors Incorporated provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, 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.

Seidler Investment Advisors Incorporated: assets under management

The assets under management (AUM) of Seidler Investment Advisors Incorporated is $5.95 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -88% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $5.95 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $145.12 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Seidler Investment Advisors Incorporated 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.

Indirect Owners

The SEC currently registers 2 indirect owners.

Based in Redlands

The principal office where Seidler Investment Advisors Incorporated performs its advisory services is located at 1706 Plum Lane, Redlands, CA 92374 4577, 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 909-335-8565 or by fax 909-335-8573. The normal business hours are 8:00 am - 4:30 pm on Monday - Friday.

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