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JOSEPH M. SEBO, CFP INC.
CRD 323589
1034 S. MYERS ST., OCEANSIDE, CA, 92054, United States
Phone
760-212-2720
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$2.0M
Discretionary AUM
$2.0M
Team
1 total employees; 1 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-03-17
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 1 | $2.0M |
Official SEC filing: View on IAPD