DBA SEASIDE FINANCIAL & INSURANCE SERVICES

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

About DBA SEASIDE FINANCIAL & INSURANCE SERVICES

DBA SEASIDE FINANCIAL & INSURANCE SERVICES, formally registered with the SEC as DBA SEASIDE FINANCIAL & INSURANCE SERVICES. The firm was established in 03/30/2018. They have over 1 offices throughout the country.

DBA SEASIDE FINANCIAL & INSURANCE SERVICES is a Carlsbad, California based Financial Planning firm with nearly $73,309,543 assets under management, offering retirement planning & investment advisory services to 381 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	289985
SEC#	801-112721
Assets Managed by Firm	$73,309,543
No. of Clients	381
No. of Advisors	5

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

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

Firm Client Information

	No. of Clients	AUM
Firm Total	381	$73,309,543
Individuals (other than high net worth individuals)	124	$28,982,891
High net worth individuals	19	$44,326,652

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