SEMLER ADVISING

KEITH F SEMLER Legal Name

Adviser information for SEMLER ADVISING last updated from Form ADV on February 13th, 2023. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization	Sole Proprietorship
Fiscal Year End	DECEMBER
Legal Location	New Jersey, United States

Employees

Total Number of Employees	1
Investment Advisory/Research	1
Registered Broker-Dealer Representatives	0
Registered State Investment Advisers	0
Licensed Agents of an Insurance Company	0
No. of Firms/People that Solicit Clients	0

RAUM

Provides Management of Securities Portfolios	No

Clients

Type	Number	RAUM
Individuals	0	$0
HNW Individuals	0	$0
Banking or thrift institutions	0	$0
Investment companies	0	$0
Business development companies	0	$0
Pooled investment vehicles	0	$0
Pension and profit sharing plans	0	$0
Charitable organizations	0	$0
State or municipal gov entities	0	$0
Other investment advisers	0	$0
Insurance companies	0	$0
Sovereign wealth funds and foreign official institutions	0	$0
Corporations or other businesses	0	$0
Other	0	$0

Type	Number
No. of Non-RAUM Clients	0
No. of Non-U.S. Clients	0
No. of Financial Planning Clients	0

Services

Advisory Services	Financial planning
Compensation	Fixed fees

Identifiers

SEC RIA File Number	801-126858
SEC ERA File Number	801-126858
SEC CIK Numbers	None
SEC CRD Numbers	323820
Legal Entity Identifier	None

Principal Office

669 COUNTRY CLUB DR
EGG HARBOR CITY
NJ
United States

Monday - Friday, 9:00 AM - 5:00 PM

Tel: 6097423254, Fax: 6097423254

Websites

www.semleradvising.com

Chief Compliance Officer

KEITH SEMLER

669 COUNTRY CLUB DR

EGG HARBOR CITY

United States

Tel: 6097423254

S******@********M

(Full email address available in API data)

Regulatory Contact