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Building 2SEACOAST CAPITAL MANAGEMENT

Map pinSOLANA BEACH, CA
Phone858-436-2130
NotebookSEC #801-60712
Total AUM
$25.2M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
514 VIA DE LA VALLE, STE. 209
SOLANA BEACH
CA 92075
United States
Operating Hours
6:30 A.M. TO 2:00 P.M. MON.-THURS., FRIDAY 6:30-1P
Monday - Friday
Phone
858-436-2130

ReceiptFinancials

Total AUM
$25.2M
Accounts
225
Discretionary
$24.3M
Accounts
183
Non-Discretionary
$925.7K
Accounts
42

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges CommissionCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOTX

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

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