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Building 2DBA SEASIDE FINANCIAL & INSURANCE SERVICES

Map pinCARLSBAD, CA
Phone(760) 433-4632
NotebookSEC #801-112721
Total AUM
$81.2M
Employees
4
Clients
137

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2888 LOKER AVE EAST
SUITE 110
CARLSBAD
CA 92010
United States
Operating Hours
8:30AM - 4:00PM
Monday - Friday
Phone
(760) 433-4632
Other Offices
1

ReceiptFinancials

Total AUM
$81.2M
Accounts
337
Discretionary
$81.2M
Accounts
337
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
113
AUM
$24.9M
HNW Individual Clients
24
AUM
$56.3M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACTNVNYTXWA

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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