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S.E.E.D. PLANNING GROUP, LLC
CRD 188521 · SEC 801-91167
31 LEWIS STREET, SUITE 401, BINGHAMTON, NY, 13901, United States
Phone
(607) 217-5091
Fax
(855) 838-7333
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$568.0M
Discretionary AUM
$568.0M
Team
28 total employees; 18 advisory reps; 25 broker-dealer reps
Clients
251-500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-28
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingTAX PLANNING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 566 | $141.7M |
| High net worth individuals | 182 | $415.3M |
| Charitable organizations | 10 | $9.5M |
| Corporations/business entities | 5 | $1.5M |
States served
CA, MA, NY, NC, OH, PA, SC, TN, VA, TX, FL
All web addresses on file
- https://www.youtube.com/@SiftStackPodcast
- HTTP://SEEDPLANNINGGROUP.COM
- HTTP://SEEDPG.COM
- https://www.siftinvesting.com/
- https://www.youtube.com/channel/UCu82T71P45GL3Bobcy7Vf-A?view_as=subscriber
- https://www.instagram.com/seedpg
- https://www.facebook.com/SEEDpg/
- https://www.linkedin.com/company/seedpg/
- https://www.alignable.com/binghamton-ny/s-e-e-d-planning-group-llc
- https://401ktime.com/
- https://www.facebook.com/siftinvesting/
- https://www.instagram.com/sift_stack
Official SEC filing: View on IAPD