Seay Stewardship & Investment Co. is a large advisory firm based in Dallas. It manages $35.85 million of regulatory assets for 53 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Texas.
Seay Stewardship & Investment provides financial planning services and portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Seay Stewardship & Investment Co. is $35.85 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -56% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Seay Stewardship & Investment Co. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
George Seay has been acting as President since 1 Mar 1998. Leonidas Leonard Blaylock joined the executive team most recently as the Chief Compliance Officer.
The principal office where Seay Stewardship & Investment Co. performs its advisory services is located at 325 N. St. Paul Street, Dallas, TX 75201, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 214-523-5000 or by fax 214-523-5029. The normal business hours are 8:30 am - 5:30 pm on Monday - Friday. You can find more information about the New York firm at seaystewardship.com.