Seidman Investment Portfolios

Seidman Investment Portfolios (CRD# 106894) is a financial advisory firm headquartered in Vineyard Haven, MA. They manage $59,046,076 in 87 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
23 Mayflower Lane, Vineyard Haven, MA 02568
http://www.seidmansays.com
By the Numbers
  • Total Assets Under Management
    59
    MILLION
  • Total Number of Accounts
    87
    ACCOUNTS
  • Average Account Value
    $678,691
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, MA

Financial Advisors at Seidman Investment Portfolios
Showing 1 - 1 of 1 top financial advisors.
1
Daniel Seidman, financial advisor Vineyard Haven MA
Daniel J. Seidman
CRD#: 1390629
23 Mayflower Lane, Vineyard Haven, MA 02568

Daniel Seidman (CRD# 1390629) is an Investment Advisor Representative working at Seidman Investment Portfolios in Vineyard Haven, MA and has over 38 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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