Be advised. This firm is no longer registered.

Sea Lane Advisory, LLC

Sea Lane Advisory, LLC (CRD# 156238) is a financial advisory firm headquartered in Pleasanton, CA. They manage $21,144,797 in 45 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


Financial Advisors at Sea Lane Advisory, LLC
No Advisor Found.
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