DBA SEASIDE FINANCIAL & INSURANCE SERVICES

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

About 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

Firm CRD#:

289985

Firm SEC#:

801-112721

Assets Under Management:

$73,309,543

No. of Clients:

381

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

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