SeaCrest Wealth Management is an investment advisor in Purchase with $1.41 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
262338030
SEC advisor number
801-69141
FINRA CRD number
147092
AUM ?
$1.11 bn
(as of 11 Aug 23)
Accounts
4,125
(as of 11 Aug 23)
Employees
51
(43 investment advisory or research)
Address
SeaCrest Wealth Management
3010 WESTCHESTER AVENUE
PURCHASE
NY 10577
3010 WESTCHESTER AVENUE
PURCHASE
NY 10577
Phone
(914) 502-1900
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
14 Jul 23
13F-HR
Quarterly holdings report by institutional manager
11 May 23
13F-HR
Quarterly holdings report by institutional manager
14 Feb 23
13F-HR
Quarterly holdings report by institutional manager
14 Nov 22
13F-HR
Quarterly holdings report by institutional manager
9 Aug 22
13F-HR
Quarterly holdings report by institutional manager
16 May 22
13F-HR
Quarterly holdings report by institutional manager
10 Feb 22
13F-HR
Quarterly holdings report by institutional manager
15 Nov 21
13F-HR
Quarterly holdings report by institutional manager
12 Aug 21
13F-HR
Quarterly holdings report by institutional manager
17 May 21