DBA SEASIDE FINANCIAL & INSURANCE SERVICES
  • DBA SEASIDE FINANCIAL & INSURANCE SERVICES
  • SEASIDE ADVISORY SERVICES, INC.
  • SEASIDE ADVISORY

Adviser Profile

As of Date 06/17/2026
Registration Washington, Approved, 05/28/2026
Other registrations (7)
Former registrations

SEASIDE ADVISORY SERVICES, INC.

ADV Location CARLSBAD, CA, United States
Contact Info (76 xxxxxxx
Websites
AUM* 81,200,784
of that, discretionary 81,200,784
Number of Employees 4
of those in investment advisory functions 4
Private Fund GAV* 0
Avg Account Size 240,952
% High Net Worth 17.52%
SMA’s No
Private Funds 0

Adviser Type

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

Reported AUM

1 1 1 1
Discretionary
Non-discretionary

Private Funds

No private funds

Employees