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DBA SEASIDE FINANCIAL & INSURANCE SERVICES

Tel: (760) 433-4632
2888 Loker Ave East
Suite 110
Carlsbad, California  92010

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DBA SEASIDE FINANCIAL & INSURANCE SERVICES

DBA SEASIDE FINANCIAL & INSURANCE SERVICES is a Carlsbad, California based financial advisory firm with nearly $73,309,543 in assets under management and provides investment advisory services for 381 clients. There are currently 5 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for businesses or institutional clients , Pesnsion consulting services , Education seminars/workshops

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

Firm CRD#:

289985

SEC#:

801-112721

No. of Clients:

381

Assets under Management

$73,309,543

No. of Advisors:

5

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