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SOUTH BAY FINANCIAL PARTNERS
Tel: 310-792-4189
21515 Hawthorne Blvd Suite 200
Torrance, California 90503
SOUTH BAY FINANCIAL PARTNERS
SOUTH BAY FINANCIAL PARTNERS is a Torrance, California based financial advisory firm with nearly $111,647,470 in assets under management and provides investment advisory services for 155 clients. There are currently 7 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for pooled investment vehicles , Pesnsion consulting services , Publication of periodicals and newsletters , Education seminars/workshops , Other (TAX PLANNING AND PREPPING)
Fee Structure:
A percentage of AUM, Hourly charges, Fixed fees
Firm CRD#:
175015
SEC#:
801-110198
No. of Clients:
155
Assets under Management
$111,647,470
No. of Advisors:
7
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