Seton
Mcandrews

Wrapmanager Inc

CRD#5002648
Investment Advisor
in Mill Valley, CA

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About this Advisor

Seton Mcandrews is a certified financial planner based in Mill Valley, California, with 12 years in the industry. Mcandrews is currently employed by Wrapmanager Inc. Throughout their career, Mcandrews has worked at Prospera Financial Services, Inc and Wrapmanager, Inc. Mcandrews has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to advise clients in California and Texas. Wrapmanager Inc is an advisory company operating in Mill Valley, California. It controls $433 million in assets under management among its 605 accounts, making it one of the bigger firms in the nation by assets under management. Of its 605 accounts, just 10% are associated with high-net-worth individuals who have more than $1 million in investable assets. Wrapmanager Inc performs a few services, such as portfolio management for individuals and small businesses and selection of other advisers. Financial advisory fee schedules largely depend on which services are offered. Fees charged by Wrapmanager Inc typically consist of asset-based fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Years of Experience

12 years

Services Offered

Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets

Disclosures

No

Office Location

319 Miller Avenue
Mill Valley, CA 94941

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Wrapmanager Inc Brokerage Details

Total Assets Under Management

$433,447,166

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

7

CA Average: 43
Total Number of Accounts

605

CA Average: 3,727
Average Account Size

$716,442

CA Average: $2,033,427

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Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Seton Mcandrews Work History

Seton has 12 years of experience.

2010 - Present (13 years)

Wrapmanager, Inc

2010 - 2016 (6 years)

Prospera Financial Services, Inc

Disclosures

Seton Mcandrews has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Wrapmanager Inc

Douglas Hutchinson
Mill Valley, CA
Seton Mcandrews
Mill Valley, CA
Katie O'Connor
Mill Valley, CA
Valerie Devol
Mill Valley, CA
Gabriel Burczyk
San Francisco, CA

The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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