Seawise Financial, Inc.
Seawise Financial, Inc. (CRD# 298012) is a financial advisory firm headquartered in Cardiff By The Sea, CA. They manage $43,572,171 in 203 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management44MILLION
-
Total Number of Accounts203ACCOUNTS
-
Average Account Value$214,641
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, TX
Financial Advisors at Seawise Financial, Inc.
1
Timothy Kenney (CRD# 3097033) is an Investment Advisor Representative working at Seawise Financial, Inc. in Cardiff By The Sea, CA and has over 25 years of experience in the finance industry.
2
Roxanne Desouza (CRD# 7690573) is an Investment Advisor Representative working at Seawise Financial, Inc. in Cardiff By The Sea, CA and has 1 year of experience in the finance industry.
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