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SOUTH BAY FINANCIAL PARTNERS

SOUTH BAY FINANCIAL PARTNERS

Tel: 310-792-4189 21515 Hawthorne Blvd Suite 200 Torrance, California 90503

About 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
Firm CRD#:

175015

Firm SEC#:

801-110198

Assets Under Management:

$111,647,470

No. of Clients:

155

No. of Advisors:

7

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

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