8044 Montgomery Rd. Suite 700, Cincinnati, OH 45236
  513-277-0916 and Toll Free 888-744-5527
 
 
 
  ©2008 - 2025 Julius Arthur Seibert and Company, L.L.C. |  All Rights Reserved
 
 
 
  Privacy Policy
  Effective Date: January 1, 2013
 
 
  Maintaining your trust and confidence 
  is among our highest priorities. We 
  recognize that protecting the privacy 
  and security of our customers is an 
  important responsibility. That’s why 
  we at Julius Arthur Seibert & 
  Company, LLC want you to understand 
  how we protect your privacy when we 
  collect and use information about you, 
  and the steps that we take to 
  safeguard that information.
  The Privacy Policy of Julius Arthur Seibert & Company, LLC
  Julius Arthur Seibert & Company, LLC has adopted this policy 
  with recognition that protecting the privacy and security of 
  the personal information we obtain about our customers is an 
  important responsibility. We also know that you expect us to 
  service you in an accurate and efficient manner. To do so, we 
  must collect and maintain certain personal information about 
  you. We want you to know what information we collect and 
  how we use and safeguard that information.
  What Information We Collect
  We collect certain nonpublic personal identifying information 
  about you (such as your name, address, social security 
  number, etc.) from information that you provide on 
  applications or other forms as well as communications 
  (electronic, telephone, written or in person) with you or your 
  authorized representatives (such as your attorney, 
  accountant, etc.). We also collect information about your 
  brokerage accounts and transactions (such as purchases, 
  sales, account balances, inquiries, etc.).
  What Information We Disclose
  We do not disclose the nonpublic personal information we 
  collect about our customers to anyone except: (i) in 
  furtherance of our business relationship with them and then 
  only to those persons necessary to effect the transactions and 
  provide the services that they authorize (such as broker-
  dealers, custodians, independent managers etc.); (ii) to 
  persons assessing our compliance with industry standards 
  (e.g., professional licensing authorities, etc.); (iii) our 
  attorneys, accountants, and auditors; or (iv) as otherwise 
  provided by law.
  We are permitted by law to disclose the nonpublic personal 
  information about you to governmental agencies and other 
  third parties in certain circumstances (such as third parties 
  that perform administrative or marketing services on our 
  behalf or for joint marketing programs). These third parties 
  are prohibited to use or share the information for any other 
  purpose. If you decide at some point to either terminate our 
  services or become an inactive customer, we will continue to 
  adhere to our privacy policy, as may be amended from time to 
  time.
  Security of Your Information
  We restrict access to your nonpublic personal information to 
  those employees who need to know that information to 
  service your account. We maintain physical, electronic and 
  procedural safeguards that comply with applicable federal or 
  state standards to protect your nonpublic personal 
  information.
  Changes to our Privacy Policy or Relationship with You
  Our policy about obtaining and disclosing information may 
  change from time to time. We will provide you notice of any 
  material change to this policy before we implement the 
  change.
 
 