Seaward Management

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Trust Score 98%
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Seaward Management, federally registered in 1988, is a Registered Investment Advisor (RIA) in 49 state(s) with a licensed staff of 8 advisors. Seaward Management manages $2.6 billion and provides investment advisory services for 635 clients (1:80 advisor/client ratio). This firm does not have a disciplinary history.

Last updated: October 16th, 2019. Data source: SEC filings.

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Firm Information


Feature Value
Rank (United States) Top 1%
Advisors Directory View Directory
Top Advisor Frederick William Schultz
Avg Advisor Trust Score 97
Avg Advisor Years Registered 9
Minimum Investment $1,000,000
Average Client Balance $4,031,796
Total AUM $2.6 billion
Advisor / Client Ratio 1:80
Headquarters Boston, MA
SEC Filings Forms and Brochures    (CRD # 105058)
State(s) Registered AL, AK, AZ, AR, CA, CO, CT, DE, DC, FL, GA, HI, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MO, MT, NE, NV, NH, NJ, NM, NY, NC, ND, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VT, VA, WA, WV, WI


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