S.e.e.d. Planning Group, LLC
S.e.e.d. Planning Group, LLC is an SEC-registered mass-market adviser in Binghamton, NY with $568.0M assets under management (AUM, regulatory AUM), +16% over one year. See who owns S.e.e.d. Planning Group, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 188521, SEC 801-91167, data through 2026-05-28.
- AUM (assets under management / regulatory AUM)
- $568.0M (2026-05-28)
- Firm type
- Mass-Market Adviser
- Location
- Binghamton, NY
- Employees
- 28
- Clients
- 763
- CRD
- 188521
- Ownership
- MAUS, TRAVIS, ED; BERKELEY, RYAN, SEAN; COSTANTINO, FRED, GENE; CAMPBELL, STEPHEN, J; DRISCOLL-WITT, KERSTIN, MARIE
How much AUM does S.e.e.d. Planning Group, LLC have?
S.e.e.d. Planning Group, LLC reported $568.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-05-28).
Who owns S.e.e.d. Planning Group, LLC?
Disclosed owners and executives of S.e.e.d. Planning Group, LLC include MAUS, TRAVIS, ED, BERKELEY, RYAN, SEAN, COSTANTINO, FRED, GENE, CAMPBELL, STEPHEN, J, DRISCOLL-WITT, KERSTIN, MARIE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.