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Home > Retirement Planners > california > carlsbad > SEASIDE WEALTH MANAGEMENT, INC.
SEASIDE WEALTH MANAGEMENT, INC.
6154 Innovation Way
Carlsbad, California 92009
Tel: (760) 730-8120
About SEASIDE WEALTH MANAGEMENT, INC.
SEASIDE WEALTH MANAGEMENT, INC, formally registered with the SEC as SEASIDE WEALTH MANAGEMENT, INC. The firm was established in 09/27/2017. They have over 1 offices throughout the country.
SEASIDE WEALTH MANAGEMENT, INC. is a Carlsbad, California based Financial Planning firm with nearly $362,311,582 assets under management, offering retirement planning & investment advisory services to 1170 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 271039 |
| SEC# | 801-111750 |
| Assets Managed by Firm | $362,311,582 |
| No. of Clients | 1170 |
| 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
- Pesnsion consulting services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1170 | $362,311,582 |
| Individuals (other than high net worth individuals) | 180 | $70,000,000 |
| High net worth individuals | 166 | $292,311,582 |
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