S.E.E.D. PLANNING GROUP, LLC
  • S.E.E.D. PLANNING GROUP, LLC
  • SUITE(K)
  • SPROUT
  • SEEDS OF HOPE
  • S.E.E.D. WEALTH MANAGEMENT
  • SIFT INVESTMENT MANAGEMENT

Adviser Profile

As of Date 05/28/2026
Registration SEC, Approved, 04/16/2015
ADV Location BINGHAMTON, NY, United States
Contact Info (60 xxxxxxx
Websites
AUM* 567,976,608 34%
of that, discretionary 567,976,608 34%
Number of Employees 28 100%
of those in investment advisory functions 18 29%
Private Fund GAV* 0
Avg Account Size 280,206 13%
% High Net Worth 23.85% 5%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
- Corporations or other businesses not listed above

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

Reported AUM

568M 487M 406M 325M 243M 162M 81M
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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