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
120 Birmingham Drive, Suite 240f, Cardiff By The Sea, CA 92007
https://www.linkedin.com/company/seawise-financial
By the Numbers
  • Total Assets Under Management
    44
    MILLION
  • Total Number of Accounts
    203
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

CA, TX

Financial Advisors at Seawise Financial, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Timothy Kenney, financial advisor Cardiff By The Sea CA
Timothy P. Kenney
CRD#: 3097033
120 Birmingham Drive, Suite 240f, Cardiff By The Sea, CA 92007

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, financial advisor Cardiff By The Sea CA
Roxanne F. Desouza
CRD#: 7690573
120 Birmingham Drive, Suite 240f, Cardiff By The Sea, CA 92007

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.

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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