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CRD#: 29421

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FIRM PROFILE

Assets Under Management:No Information
Clients per Registered Employee:No Information
Total Number of Employees:No Information
Clients per Employee:No Information
Total Number of Individual Clients:No Information
Total Number of HNWI Clients:No Information
Average Individual Client Account Size:No Information
Average HNWI Account Size:No Information

Where the Statistical Data for DAUTRICH, SEILER FINANCIAL SERVICES, INC. Comes From

Understanding the Statistics for DAUTRICH, SEILER FINANCIAL SERVICES, INC. and How They Compare to Other Firms Through Our Analysis

Average Account Value
Individuals
No Information
HNWI
No Information
Breakdown of Assets Under Management
Total Client Assets:
No Information
Individuals
No Information
HNWI
No Information
MISC
No Information
Employees
Total
No Information
Registered
No Information
Client Ratios
No Information
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Clients
Total
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Individuals
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HNWI
No Information
Firm Disclosures
Regulatory Event
1

FIRM INFORMATION

Established
Pennsylvania since 07/19/1991
Firm Type
Corporation
Fiscal year end
December
Related websites
Participation or Interest in Client Transactions
Self-custody

FIRM DOCUMENTS


DIRECT OWNERS & EXECUTIVE OFFICERS

NameTitleAquiredCRD#
DAUTRICH, LYNN STEWARTPRESIDENT/CHIEF COMPLIANCE OFFICER1300137
NEELY, KIMBERLY BETHFINOP2045019

The Importance of Understanding a Firm’s Role when Evaluating an Advisor

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Advisor's working at DAUTRICH, SEILER FINANCIAL SERVICES, INC.

DB
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David Lawrence Brown

David L Brown
IAR
RR
CRD#: 4145275
CIMA®: Certified Investment Management AnalystCPWA®: Certified Private Wealth Advisor
Location:
Great Falls, MT 59401-3104
Company:
D.A. DAVIDSON & CO.
Disclosures:
Experience:
25 years
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BT
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Bradford Thomas Tom

Brad Tom
IAR
RR
CRD#: 3081739
ChFC®: Chartered Financial ConsultantCLU®: Chartered Life Underwriter
Location:
Honolulu, HI 96814
Company:
INDEPENDENT FINANCIAL GROUP, LLC
Disclosures:
Experience:
27 years
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Blake Feldmann
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Blake Feldmann

Blake Robert Feldmann, Blake Feldmann
IAR
CRD#: 6765392
Location:
Naples, FL 34103
Company:
INTEGRATED ADVISORS NETWORK LLC
Disclosures:
Experience:
7 years
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