Joseph Seep & Associates, LLC

Joseph Seep & Associates, LLC (CRD# 117256) is a financial advisory firm headquartered in , . They manage $35,430,899 in 175 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    35
    MILLION
  • Total Number of Accounts
    175
    ACCOUNTS
  • Average Account Value
    $202,462
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ

Financial Advisors at Joseph Seep & Associates, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Joseph Seep, financial advisor Tempe AZ
Joseph G. Seep
CRD#: 2328661
Tempe, AZ

Joseph Seep (CRD# 2328661) is an Investment Advisor Representative working at Joseph Seep & Associates, LLC in Tempe, AZ and has over 31 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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