Kimberly
Maichle

Seix Investment Advisors LLC

CRD#6367698
Investment Advisor
in Atlanta, GA
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About this Advisor

Kimberly Maichle is an advisor whose office is in Atlanta, Georgia. Currently a registered financial advisor with Seix Investment Advisors LLC, Maichle has a notable 26 years of practice in the financial advisory industry. Maichle maintains a Series 63 license, which certifies them as a securities agent. Maichle is registered to work with customers in Florida, Georgia, Indiana, Missouri, North Carolina, South Carolina and Virginia. Their career trajectory has included roles at Vp Distributors LLC, Ridgeworth Distributors, LLC, Ridgeworth Investments and Seix Investment Advisors LLC. Seix Investment Advisors LLC is headquartered in Atlanta, Georgia, and has two other locations in the nation. In aggregate, Seix Investment Advisors LLC manages $25 billion in assets across 156 accounts and employs more than 69 people. The firm's total assets under management makes it one of the biggest financial advisory firms in the United States. All of the firm's accounts are managed on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 13% of the investment firm's clients are high-net-worth individuals, meaning they have greater than $1 million in assets. Seix Investment Advisors LLC can provide portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles and portfolio management for institutional clients. The firm's fees may include asset-based, fixed and performance-based fees.

Certifications and Registrations

Series 63, Chartered Financial Analyst

Years of Experience

26 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Fixed Fees, Performance-based Fees

Disclosures

No

Office Location

3333 Piedmont Road Ne Suite 1500
Atlanta, GA 30305

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Seix Investment Advisors LLC Brokerage Details

Total Assets Under Management

$20,385,779,749

GA Average: $10,121,009,343
Total Number of Employees

69

GA Average: 92
Total Number of Accounts

147

GA Average: 6,978
Average Account Size

$138,678,774

GA Average: $1,450,417

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Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients

Kimberly Maichle Work History

Kimberly has 26 years of experience.

2017 - Present (2 years)

Vp Distributors LLC

2017 - Present (2 years)

Seix Investment Advisors LLC

2014 - 2017 (3 years)

Ridgeworth Distributors, LLC

1992 - 2017 (25 years)

Ridgeworth Investments

Disclosures

Kimberly Maichle has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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