Michael
Van Kleeck

Seia

CRD#2576750
Investment Advisor
in Los Angeles, CA
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About this Advisor

Michael Van Kleeck is a certified financial planner based in Los Angeles, California. Currently an advisor with Seia, they have gathered 11 years of professional experience as a financial advisor. Van Kleeck has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative. Van Kleeck can operate in California. Over the course of their career, they have held roles at Signator Investors Inc, Seia, Signature Investment Advisors, LLC and Royal Alliance Associates, Inc. Seia is headquartered in Los Angeles, California, and operates out of six additional offices throughout the country. In aggregate, Seia oversees $6 billion in assets throughout 10,210 client accounts and retains more than 85 people. The level of assets currently under the firm's management makes it one of the biggest firms in the nation. The firm manages 1,512 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 23% of the investment firm's customers are high-net-worth individuals, meaning they have more than $1 million in assets. Seia can offer financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. The firm's fees may include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

11 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

Yes

Office Location

2121 Avenue Of The Stars Suite 1600
Los Angeles, CA 90067

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Seia Brokerage Details

Total Assets Under Management

$6,223,150,162

CA Average: $7,578,581,321
Total Number of Employees

85

CA Average: 43
Total Number of Accounts

11,606

CA Average: 3,727
Average Account Size

$536,201

CA Average: $2,033,427

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Educational seminars/workshops

Michael Van Kleeck Work History

Michael has 11 years of experience.

2018 - Present (1 years)

Royal Alliance Associates, Inc

2012 - Present (7 years)

Signature Investment Advisors, LLC

2007 - Present (12 years)

Signator Investors Inc

2007 - Present (12 years)

Seia

Disclosures

Michael Van Kleeck has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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