Seagate Global Wealth Management
Finance · California, United States · 1-10 Employees
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Overview
Headquarters
1801 S Catalina Ave Ste 305, Redondo Bea...Phone Number
(310) 524-2000Website
www.seagateglobalwm.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Jan
Feb
Mar
Apr
May
Jun
ZI Rank
1
1
1
1
1
1
About Seagate Global Wealth Management
Seagate Global Wealth Management (SGWM) provides wealth management services to institutional investors, family offices, and high net worth individuals, focusing on the discreet and responsible management of financial assets between the US and Asia. The firm operates with accounts held at Charles Schwab & Co, ensuring client ownership and protection through SIPC insurance. SGWM acts as an independent investment advisor, managing client accounts according to their instructions and assisting with related financial affairs. Additionally, SGWM offers investment advisory services through Capital Markets IQ, LLC, an SEC-registered investment advisor.Explore more
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Revenue
Number of Employees
Type
Funding
Founded In
Seagate Global Wealth Man...
<$5M
1-10
Private
-
2014
N/A
Company Profile Activity
Activity Insights
Seagate Global Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.
What does this means?
Seagate Global Wealth Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Seagate Global Wealth Management.
Seagate Global Wealth Management Tech Stack
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Seagate Global Wealth Management (SGWM) provides wealth management services to institutional investors, family offices, and high net worth individuals, focusing on the discreet and responsible management of financial assets between the US and Asia. The firm operates with accounts held at Charles Schwab & Co, ensuring client ownership and protection... Read More
