Seabird Investment Partners

Seabird Investment Partners (CRD# 284125) is a financial advisory firm headquartered in San Diego, CA. They manage $275,839,529 in 225 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
9191 Towne Centre Drive, Suite 575, San Diego, CA 92122
https://seabirdfin.com/
By the Numbers
  • Total Assets Under Management
    276
    MILLION
  • Total Number of Accounts
    225
    ACCOUNTS
  • Average Account Value
    $1,225,953
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
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, MD, TX

Financial Advisors at Seabird Investment Partners
Showing 1 - 5 of 5 top financial advisors.
1
Arch Peregoff, financial advisor San Diego CA
Arch L. Peregoff
CRD#: 1196008
9191 Towne Centre Drive, Suite 575, San Diego, CA 92122

Arch Peregoff (CRD# 1196008) is an Investment Advisor Representative working at Seabird Investment Partners in San Diego, CA and has over 36 years of experience in the finance industry.

2
Shiv Amin, financial advisor San Diego CA
Shiv H. Amin
CRD#: 7661031
9191 Towne Centre Dr. Ste. 575, San Diego, CA 92122

Shiv Amin (CRD# 7661031) is an Investment Advisor Representative working at Seabird Investment Partners in San Diego, CA and has 1 year of experience in the finance industry.

3
Joseph Di Scala, financial advisor San Diego CA
Joseph N. Di Scala
CRD#: 7130284
9191 Towne Centre Drive, Suite 575, San Diego, CA 92122

Joseph Di Scala (CRD# 7130284) is an Investment Advisor Representative working at Seabird Investment Partners in San Diego, CA and has 1 year of experience in the finance industry.

4
Stefan Haberer, financial advisor San Diego CA
Stefan M. Haberer
CRD#: 2804122
9191 Towne Centre Drive, Suite 575, San Diego, CA 92122

Stefan Haberer (CRD# 2804122) is an Investment Advisor Representative working at Seabird Investment Partners in San Diego, CA and has over 26 years of experience in the finance industry.

5
Marcus O'leary, financial advisor San Diego CA
Marcus A. O'leary
CRD#: 7821780
9191 Towne Centre Dr., Ste. 575, San Diego, CA 92122

Marcus O'leary (CRD# 7821780) is an Investment Advisor Representative working at Seabird Investment Partners in San Diego, CA and has 1 year of experience in the finance industry.

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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