DBA SEASIDE FINANCIAL & INSURANCE SERVICES - Financial Advisor in California, Carlsbad

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

No. of Advisors:

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

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AUM:$0

Financial AdvisorFirmCRD#SEC#No. of ClientsNo. of AdvisorsAUM

MEKETA FIDUCIARY MANAGEMENT, LLC

323605

801-126961

$16,949,000,000

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166722

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$977,894,615

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282177

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1612

$687,000,000

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801-111750

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$362,311,582

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801-107983

210

$208,516,000

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801-107521

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$204,392,308

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ANCHOR BAY PRIVATE WEALTH LLC

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Not Disclosed

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