1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2SOUTH BAY FINANCIAL PARTNERS

Map pinTORRANCE, CA
Phone310-792-4189
NotebookSEC #801-110198
Total AUM
$114.8M
Employees
5
Clients
51

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
21515 HAWTHORNE BLVD
SUITE 200
TORRANCE
CA 90503
United States
Operating Hours
BY APPOINTMENT ONLY
Monday - Friday
Phone
310-792-4189
Other Offices
2

ReceiptFinancials

Total AUM
$114.8M
Accounts
145
Discretionary
$0
Accounts
0
Non-Discretionary
$114.8M
Accounts
145

ContactClients

View more in analytics →

Individual Clients
23
AUM
$14.7M
HNW Individual Clients
27
AUM
$98.8M
Charitable Organization Clients
1
AUM
$1.3M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementOther ServicesPension ConsultingPublications
Other Services
TAX PLANNING AND PREPARATION
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLILTX

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account