South Bay Financial Partners
South Bay Financial Partners (CRD# 175015) is a financial advisory firm headquartered in Torrance, CA. They manage $111,647,470 in 155 accounts and serve the financial needs of clients across 4 states (or territories).
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Total Assets Under Management112MILLION
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Total Number of Accounts155ACCOUNTS
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Average Account Value$720,306
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Pension consulting services
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
CA, FL, IL, TX
Tara Unverzagt (CRD# 2630060) is an Investment Advisor Representative working at South Bay Financial Partners in Torrance, CA and has 1 year of experience in the finance industry.
Jessica Robertson (CRD# 7726096) is an Investment Advisor Representative working at South Bay Financial Partners in Glenview, IL and has 1 year of experience in the finance industry.
Mary Ann Sullivan (CRD# 7724750) is an Investment Advisor Representative working at South Bay Financial Partners in Mammoth Lakes, CA and has 1 year of experience in the finance industry.