Seizert Hershey & Company LLC (Bloomfield Hills)

Name: Seizert Hershey & Company LLC
Address: 1668 South Telegraph Rd, Bloomfield Hills, MI, 48302
Telephone: 248-322-4000

Seizert Hershey & Company LLC is a large advisory firm based in Bloomfield Hills. It manages $532.98 million of regulatory assets for 84 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Michigan.

Seizert Hershey & Company provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Seizert Hershey & Company: assets under management

The assets under management (AUM) of Seizert Hershey & Company LLC is $532.98 million. The firm's AUM has grown by 1620% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $520.09 million in discretionary accounts and $12.88 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $6.27 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $12.88 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Seizert Hershey & Company LLC for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Seizert Hershey & Company LLC

Edward Oscar Eberle has been acting as President since 1 Jan 2002. Charles Joseph Schmidt joined the executive team most recently as the Senior Vice President.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Llc Seizert Capital Management	Member	1 Sep 2000	50% - 75%	108919
Gerald Lee Seizert	Chief executive officer	1 Sep 2000	Other	2107061
Hershey Capital Management Llc	Member	1 Sep 2000	25% - 50%	108955
Scott David Hershey	Chief operating officer	1 Sep 2000	Other	1096193
Edward Oscar Eberle	Senior portfolio manager	1 Jan 2001	Other	4367919
Charles Joseph Schmidt	Senior portfolio manager	1 Jan 2001	Other	4367929
Llc Valenti Arbor Capital Iv	Member	1 Feb 2001	Other	38-3582086
Thomas Beardsley Bender	Senior portfolio manager	1 Oct 2001	Other	17904
Edward Oscar Eberle	President	1 Jan 2002	Other	4367919
Charles Joseph Schmidt	Senior vice president	1 Jan 2002	Other	4367929

Indirect Owners

The SEC currently registers 2 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Scott David Hershey	President	1 Nov 1999	75% - 100%	1096193
Gerald Lee Seizert	Managing member	1 Jul 2000	75% - 100%	2107061

Based in Bloomfield Hills

The principal office where Seizert Hershey & Company LLC performs its advisory services is located at 1668 South Telegraph Rd, Bloomfield Hills, MI 48302, 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 248-322-4000 or by fax 248-322-2750. The normal business hours are 8:30 a.m to 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at www.s-hco.com.