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).

Current Firm Details
21515 Hawthorne Blvd, Suite 200, Torrance, CA 90503
https://www.southbayfinancialpartners.com
By the Numbers
  • Total Assets Under Management
    112
    MILLION
  • Total Number of Accounts
    155
    ACCOUNTS
  • Average Account Value
    $720,306
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
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Pension consulting services
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, FL, IL, TX

Financial Advisors at South Bay Financial Partners
Showing 1 - 3 of 3 top financial advisors.
1
Tara Unverzagt, financial advisor Torrance CA
Tara T. Unverzagt
CRD#: 2630060
21515 Hawthorne Blvd, Suite 200, Torrance, CA 90503

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.

2
Jessica Robertson, financial advisor Torrance CA
Jessica M. Robertson
CRD#: 7726096
21515 Hawthorne Blvd, Suite 200, Torrance, CA 90503

Jessica Robertson (CRD# 7726096) is an Investment Advisor Representative working at South Bay Financial Partners in Torrance, CA and has 1 year of experience in the finance industry.

3
Mary Ann Sullivan, financial advisor Mammoth Lakes CA
Mary Ann Sullivan
CRD#: 7724750
Mammoth Lakes, CA

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.

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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