SEASIDE EQUITY PARTNERS

11455 El Camino Real
Suite 450
San Diego, California 92130
Tel: (858) 947-1350

About SEASIDE EQUITY PARTNERS

SEASIDE EQUITY PARTNERS, formally registered with the SEC as SEASIDE EQUITY PARTNERS. The firm was established in 07/28/2022. They have over 1 offices throughout the country.

SEASIDE EQUITY PARTNERS is a San Diego, California based Financial Planning firm with nearly $651,682,063 assets under management, offering retirement planning & investment advisory services to 6 clients. The firm is staffed with 13 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	307171
SEC#	801-126238
Assets Managed by Firm	$651,682,063
No. of Clients	6
No. of Advisors	13

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Portfolio management for pooled investment vehicles

Firm Client Information

	No. of Clients	AUM
Firm Total	6	$651,682,063

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