Silicon Beach Financial LLC
RIAState Registered
Total AUM
$13M
Discretionary
$13M
100% of AUM
Avg account
$153K
Accounts
85
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 332472
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI68.38%
- Individuals20.58%
- Corporations / Businesses11.04%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Silicon Beach Financial LLC is an independent, California-registered investment adviser organized as an LLC and owned by an individual principal. The firm acts as a capital allocator for both individual/family and institutional clients, offering financial planning, discretionary portfolio management for individuals and small businesses, and the selection of third‑party advisers. Its fee arrangements include percentage-of-assets and fixed-fee engagements. The firm identifies as an active ESG investor and is not structured as a multi-state adviser.
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
Asset composition
- Public Funds/Mutual Funds88%
- Exchange Traded Equities12%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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