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Seiffert Ltd. (Bethesda)


Seiffert Ltd. is an adviser based in Bethesda. It manages $54.19 million of regulatory assets for 199 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdictions of District of Columbia and Maryland.




Seiffert provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.

Seiffert: assets under management

The assets under management (AUM) of Seiffert Ltd. is $54.19 million. The firm's AUM has grown by 64% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $54.19 million in discretionary accounts and $556 in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $273.69 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $556.
Seiffert has custody of $54.19 million in cash and securities for 54 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Seiffert Ltd. for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Bethesda

The principal office where Seiffert Ltd. performs its advisory services is located at 4550 Montgomery Avenue, Bethesda, MD 20814, 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 301-951-1588 or by fax 301-951-1599. The normal business hours are 10 a.m. - 4 p.m. on Monday - Friday.


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