Adam
Seitchik
Arjuna Capital, LLC
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About this Advisor
Adam Seitchik is a chartered financial analyst working out of Taos, New Mexico who has 7 years of industry experience. Seitchik is currently employed by Arjuna Capital, LLC. During their career, Seitchik has held roles at Arjuna Capital, A Division Of Baldwin Brothers, Inc and Arjuna Capital, LLC. Seitchik can work in New Mexico and North Carolina. Arjuna Capital, LLC is an advisory company based out of Durham, NC. The investment advisory business has offices in two locations and a total of 12 advisors. It manages $375 million in total assets across its 523 client accounts, placing it among the bigger investment advisory firms in the nation by assets under management. The firm provides financial advisory services to 10 charitable organizations. Of its 523 client accounts, 54% belong to high-net-worth individuals who have more than $1 million in investable assets. Arjuna Capital, LLC offers a set of services, including financial planning services and portfolio management for individuals and small businesses. Fees charged by financial advisors usually vary depending on which services are provided. However, fee types billed by Arjuna Capital, LLC typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Arjuna Capital, LLC Brokerage Details
$374,539,529
12
523
$716,137
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Adam Seitchik Work History
Adam has been registered as a financial advisor for 7 years.*
Arjuna Capital, LLC
Arjuna Capital, A Division Of Baldwin Brothers, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Adam Seitchik to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Arjuna Capital, LLC
Taos, NM
Durham, NC
Manchester, MA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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