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Home > Retirement Planners > california > san diego > SEABIRD INVESTMENT PARTNERS
SEABIRD INVESTMENT PARTNERS
9191 Towne Centre Drive
Suite 575
San Diego, California 92122
Tel: 858-457-7707
About SEABIRD INVESTMENT PARTNERS
SEABIRD INVESTMENT PARTNERS, formally registered with the SEC as SEABIRD INVESTMENT PARTNERS. The firm was established in 06/08/2016. They have over 1 offices throughout the country.
SEABIRD INVESTMENT PARTNERS is a San Diego, California based Financial Planning firm with nearly $275,839,529 assets under management, offering retirement planning & investment advisory services to 225 clients. The firm is staffed with 6 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 284125 |
| SEC# | 801-107954 |
| Assets Managed by Firm | $275,839,529 |
| No. of Clients | 225 |
| No. of Advisors | 6 |
Fee Structure
- A percentage of AUM
- Performance Based
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 225 | $275,839,529 |
| Individuals (other than high net worth individuals) | 21 | $13,676,965 |
| High net worth individuals | 32 | $67,188,241 |
| Pension and profit sharing plans | Fewer than 5 clients | $2,708,199 |
| Other investment advisers | Fewer than 5 clients | $180,948,636 |
| Corporations or other businesses | Fewer than 5 clients | $8,816,170 |
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