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).

Current Firm Details
7011 Koll Center Parkway, Suite 210, Pleasanton, CA 94566
By the Numbers
  • Total Assets Under Management
    21
    MILLION
  • Total Number of Accounts
    45
    ACCOUNTS
  • Average Account Value
    $469,884
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
The map below shows states where this firm has explicit registration only.

CA, TX

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

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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