Selleck Financial Group
Firm details
- Headquarters
- Irvine, California
- CRD number
- 289240
- Website
- www.selleckfinancial.com
- Fee structure
- Hourly Charges, Fixed Fees
- Services
- Financial PlanningEducational Seminars / Workshops
Firm profile
FINTRXOverview
Selleck Financial Group is structured as a sole proprietorship owned by an individual and operates principally as a financial planning and education practice. The firm bills clients through hourly charges and fixed-fee arrangements rather than a percentage-of-assets model, and its service slate highlights financial planning engagements and educational seminars or workshops. The dataset classifies the firm as unclassified and indicates it is not a multi-state adviser, not a capital allocator, and not a pension consultant. The firm does not identify itself as an active ESG investor. SEC registration year is not reported in the provided data.
Assets & Accounts
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
Contacts
1 of 1
Jodi Selleck
Financial PlannerCRD 4594776
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Irvine, CA
Orange
Location
Irvine, CA
Headquartered in Irvine, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- Orange
- Address
- 2082 Michelson Dr
- Time zone
- PT (UTC-8)
- Office locations
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