Selleck Financial Group

RIAState Registered
Total AUM
—
Avg account
$0
Accounts
0
Employees
1
Advisory reps
1

Firm details

Headquarters
Irvine, California
CRD number
289240
Fee structure
Hourly Charges, Fixed Fees
Services
Financial PlanningEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Selleck Financial Group operates as a sole proprietorship based in California and is run by an individual owner. The practice emphasizes financial planning and client education — its listed advisory activities are financial planning services and running seminars/workshops. Compensation is fee-based, using hourly charges and fixed fees rather than asset-based fees. The firm does not position itself as a multi-state adviser, is not identified as an active ESG investor, and is not described as a pension consultant or capital allocator. Regulatory registration fields indicate state-level registration in California; no SEC registration language should be inferred or referenced.

Assets & Accounts

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

Contacts

1 of 1
  • Jodi Selleck

    Jodi Selleck

    Financial PlannerCRD 4594776

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth