Seagull Lane Asset Management LLC
Firm details
- Headquarters
- Huntington Beach, California
- CRD number
- 282566
- Custodians
- AXOS CLEARING LLC
- Fee structure
- Percentage of AUM, Other
- Client types
- HNWI59.16%
- Individuals40.84%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Seagull Lane Asset Management LLC is an independent, owner-operated RIA structured as an LLC that serves individual and family clients. The firm acts as a capital allocator and offers fee-based advice billed as a percentage of AUM (with other fee arrangements possible). It also operates as a registered representative of a broker-dealer and provides financial planning, portfolio management for individuals and small businesses, and the selection of other advisers. Seagull Lane does not present itself as an active ESG investor and is not described as a multi-state or newly formed adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds65%
- Exchange Traded Equities23%
- Cash & Cash Equivalents11%
- Investment Grade Corp Bonds1%
Owners & executives
1 of 1David Walker
Partner, CEOCRD 4915184
Contacts
1 of 1
Kevin Baird
President and FounderCRD 2087678
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Huntington Beach, CA
Orange
Location
Huntington Beach, CA
Headquartered in Huntington Beach, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- Orange
- Address
- 19671 Beach Blvd
- Time zone
- PT (UTC-8)
- Office locations
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