RIA Intel›Advisers›Arizona›JOSEPH GLEN SEEP

JOSEPH GLEN SEEP

Advisory

AZ

Data as of Feb 6, 2024 · Source: SEC Form ADV

Average account

$202K

across 175 accounts

AUM per adviser

$35M

1 advisers

Source: SEC Form ADV. Figures as filed Feb 6, 2024.

Total AUM

$35M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$35M

Discretionary AUM$0

Non-Discretionary AUM$35M

Discretionary %0%

Total Clients90

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InAZ

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

90 clients

14 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Closest by assets under management. All figures from Form ADV.

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KINGDOM WEALTH ADVISERS, LLC

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FINANCIAL PLANNING DIMENSIONS INC

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