DBA Seaside Financial & Insurance Services

RIASEC RegisteredEst. 2018

Total AUM

$81.2M

Discretionary

$81.2M

100% of AUM

Avg account

$241K

Accounts

337

Employees

Advisory reps

Firm details

Headquarters: Carlsbad, California
CRD number: 289985
Registered since: March 30, 2018
Website: www.seasideadvisory.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI69.28%
Individuals30.72%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

DBA Seaside Financial & Insurance Services is an independent, owner-operated registered investment adviser that works primarily with individual and family clients. The firm acts as a capital allocator and combines wealth management with insurance brokerage activity. Its advisory services include comprehensive financial planning, portfolio management for individuals and small businesses as well as for businesses or institutions, selection of other advisers, pension consulting services, and client education through seminars and workshops. Fee arrangements are flexible and include asset-based fees, hourly billing, and fixed fees. The firm does not identify as an active ESG investor.