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SOUTH BAY FINANCIAL PARTNERS
21515 Hawthorne Blvd
Suite 200
Torrance, California 90503
Tel: 310-792-4189
About SOUTH BAY FINANCIAL PARTNERS
SOUTH BAY FINANCIAL PARTNERS, formally registered with the SEC as SOUTH BAY FINANCIAL PARTNERS. The firm was established in 03/24/2017. They have over 3 offices throughout the country.
SOUTH BAY FINANCIAL PARTNERS is a Torrance, California based Financial Planning firm with nearly $111,647,470 assets under management, offering retirement planning & investment advisory services to 155 clients. The firm is staffed with 7 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 175015 |
| SEC# | 801-110198 |
| Assets Managed by Firm | $111,647,470 |
| No. of Clients | 155 |
| No. of Advisors | 7 |
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 pooled investment vehicles
- Pesnsion consulting services
- Publication of periodicals and newsletters
- Education seminars/workshops
- Other (TAX PLANNING AND PREPPING)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 155 | $111,647,470 |
| Individuals (other than high net worth individuals) | 13 | $5,282,614 |
| High net worth individuals | 33 | $105,272,268 |
| Charitable organizations | 1 | $1,092,588 |
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