RIA Intel›Advisers›Massachusetts›SEIDMAN DANIEL JAY

SEIDMAN DANIEL JAY

Advisory

N·VINEYARD HAVEN, MA

Data as of Jun 28, 2012 · Source: SEC Form ADV

Total AUM

$32M

1-Year AUM Growth

+4.6%

3-Year CAGR

-0.5%

Employees

0

Assets Under Management

Total AUM$32M

Discretionary AUM$21M

Non-Discretionary AUM$11M

Discretionary %66%

Total Clients—

Team

Total Employees0

Investment Advisers0

Employee Growth (1Y)—

Filing History

Total Filings on Record17

First FilingMar 8, 2002

Latest FilingJun 28, 2012

🔒 Full AUM trend chart and 17 historical filings spanning 10+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

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Get the full picture on SEIDMAN DANIEL JAY

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.