Seagull Lane Asset Management LLC

RIASEC Registered
Total AUM
$208M
Discretionary
$193M
93% of AUM
Avg account
$296K
Accounts
702
Employees
4
Advisory reps
2

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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 65%, Exchange Traded Equities 23%, Cash & Cash Equivalents 11%, Investment Grade Corp Bonds 1%65%
  • Public Funds/Mutual Funds65%
  • Exchange Traded Equities23%
  • Cash & Cash Equivalents11%
  • Investment Grade Corp Bonds1%

Owners & executives

1 of 1
  • David Walker

    David Walker

    Partner, CEOCRD 4915184

Contacts

1 of 1
  • Kevin Baird

    Kevin Baird

    ​President and FounderCRD 2087678

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth