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SeaCrest Wealth Management

SeaCrest Wealth Management is an investment advisor in Purchase with $1.41B assets under management.

Company profile

Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
262338030
SEC advisor number
801-69141
FINRA CRD number
147092
AUM ?
$1.41B (as of 31 Mar 22)
Accounts
3,982 (as of 31 Mar 22)
Employees
53 (43 investment advisory or research)
Address
SeaCrest Wealth Management
3010 WESTCHESTER AVENUE
PURCHASE
NY 10577
Phone
(914) 502-1900

Investment data

Data from SEC filings
Regulatory AUM / Assets Under Management
Number of accounts
Number of employees
Top 50 of 1619 long holdings
End of quarter 30 Jun 22
Value
 
#Shares
 
$61.92M 452.89K
$23.91M 93.08K
$19.45M 8.92K
$15.87M 7.26K
$12.59M 118.53K
$10.21M 57.53K
$8.72M 60.26K
$7.93M 51.79K
$7.37M 140.53K
$7.19M 141.68K
$7.06M 46.57K
$6.93M 24.74K
$6.6M 46.72K
$5.98M 35.9K
$5.91M 46.53K
$5.89M 64.61K
$5.76M 62.2K
$5.69M 44.52K
$5.58M 14.78K
$5.48M 261.26K
$5.44M 16.78K
$5.42M 93.52K
$5.3M 61.89K
$5.3M 11.06K
$4.7M 17.12K
$4.63M 106.29K
$4.46M 30.98K
$4.43M 71.03K
$4.31M 10.11K
$4.19M 17.23K
$4.11M 92.91K
$3.86M 50.12K
$3.73M 33.11K
$3.72M 18.88K
Vanguard Specialized Funds
$3.7M 25.81K
$3.51M 7.22K
$3.38M 107.46K
$3.33M 4.94K
$3.19M 44.49K
$3.18M 61.65K
$3.16M 49.88K
$3.11M 31.28K
$3.04M 58.11K
$2.9M 13.79K
$2.82M 58.85K
$2.67M 34.92K
$2.65M 14.03K
$2.63M 16.32K
$2.6M 16.89K
$2.56M 23.55K
Holdings list only includes long positions. Only includes long positions.

Calendar

29 Sep 22
31 Dec 22
Financial reports
No filings
Current reports
No filings
Registration and prospectus
No filings
Proxies
No filings
Other
No filings