SEEK FIRST INC.
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $251.0M |
| Discretionary | $251.0M100% of AUM |
| Client Accounts | 511 |
| Avg Account Size | $491K |
| Employees | 6 |
| Peak AUM | $251.0MMar 2026 |
| AUM CAGR | +34.6% /yrover 3 yrs · 8 filings |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $251M | +23.8% | +34.6% | — | |
| Discretionary AUM | $251M | ||||
Key Metrics
| Total AUM | $251.0M |
| Discretionary | $251.0M |
| Employees | 6 |
| Client Accounts | 511 |
| Client Range | 51-100 |
Contact & Location
Address
1999 SOUTH BASCOM AVE
CAMPBELL CA 95008
Phone
866-398-4044
Filing History
8 ADV Part 1 submissions
Fee Structure
% of AUMFixed Fees
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)Publications
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$251M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Corporations
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Structure
No related registrations reported