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 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
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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