The Seidler Companies Incorporated (Los Angeles)

The Seidler Companies Incorporated is a large advisory firm based in Los Angeles. It manages $155 million of regulatory assets for 8 client accounts. It has been registered with the SEC as an adviser since 2003 and has operated in the jurisdiction of California.

The Seidler Companies 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 more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

The Seidler Companies Incorporated: assets under management

The assets under management (AUM) of The Seidler Companies Incorporated is $155 million. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $135 million in discretionary accounts and $20 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $19.29 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $20 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay The Seidler Companies Incorporated for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and commissions. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at The Seidler Companies Incorporated

Peter Seidler has been acting as President since 1 Sep 2004. Mark Foster joined the executive team most recently as the Sr Vice President.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Roland Jr Seidler	President, chief exec officer and chairman of the board	1 Mar 1969	75% - 100%	418169
Mark Foster	Sr vice presidentand director	1 Sep 1993	Other	719105
Paul Robert Beck	Sr vice president, cfo, coo, & director	1 Jul 1999	Other	1288090
Joseph Richard Smith	Chief compliance officer	1 Sep 2000	Other	1104819
William Henry Jr Howard	Senior vice president, director	1 Jan 2001	Other	251370
Nicholas Anthony Mosich	Executive vice president, director	1 Jan 2001	Other	2895660
Barrick Allyn Smart	Senior vice president, crop, srop, and director	1 Jan 2002	Other	829239
Paul Robert Beck	Exec vice president, cfo, coo, & director	1 Jul 2003	Other	1288090
Mark Foster	Sr vice president	1 Sep 2004	Other	719105
William Henry Jr Howard	Senior vice president	1 Sep 2004	Other	251370
Barrick Allyn Smart	Senior vice president, crop, and srop	1 Sep 2004	Other	829239
Peter Seidler	Director	1 Sep 2004	Other	1869595

Based in Los Angeles

The principal office where The Seidler Companies Incorporated performs its advisory services is located at 515 So. Fiqueroa St., Los Angeles, CA 90071, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.