DBA SEASIDE FINANCIAL & INSURANCE SERVICES

SEASIDE ADVISORY SERVICES, INC.

CRD 289985 · SEC 801-112721

Visit website

2888 LOKER AVE EAST, SUITE 110, CARLSBAD, CA, 92010, United States

Phone

(760) 433-4632

Fax

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Registration

— (—)

Source

State registered

Total AUM

$81.2M

Discretionary AUM

$81.2M

Team

4 total employees; 4 advisory reps

Clients

101-250

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Corporation

Filing date

2026-06-17

Disciplinary history

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersEducational seminars

Client types

Type	Clients	AUM
Individuals	113	$24.9M
High net worth individuals	24	$56.3M

All web addresses on file

HTTPS://WWW.SEASIDEADVISORY.COM

Official SEC filing: View on IAPD