Seidler Investment Advisors Incorporated is an adviser based in Redlands. It manages $5.95 million of regulatory assets for 41 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdiction of California.
Seidler Investment Advisors 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 less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Seidler Investment Advisors Incorporated is $5.95 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -88% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Seidler Investment Advisors Incorporated for their services and products based on a percentage of assets under management and hourly charges. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Seidler Investment Advisors Incorporated performs its advisory services is located at 1706 Plum Lane, Redlands, CA 92374 4577, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 909-335-8565 or by fax 909-335-8573. The normal business hours are 8:00 am - 4:30 pm on Monday - Friday.