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|
| Keyboard |
| Seabird Financial Corporation
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|
|---|---|
| CRD # | 284125 |
| SEC # | 801-107954 |
| CIK # | |
| AUM | 419.1 M (2026-04-20) |
| Employees | 6 (83% Investors, 0% Brokers) |
| Phone | 858-457-7707 |
| Address | 9191 Towne Centre Drive San Diego, CA 92122 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 18 | 16.3 |
| (b) Individuals (high net worth individuals) | 26 | 74.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 1 | 8.7 |
| (j) Other investment advisers | 4 | 296.9 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 8 | 22.8 |
| (n) Other | 0 | 0.0 |
| Total | 295 | 419.1 |
| By Discretionary | ||
| Discretionary | 295 | 419.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 295 | 419.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 419.1 | |
| Total | 295 | 419.1 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Blakeslee & Blakeslee Financial Advisers Inc
✚
|
CA | 423.0 M |
|
McCarthy Asset Management Inc
✚
|
CA | 422.4 M |
|
Forza Wealth Management LLC
✚
|
FL | 422.4 M |
|
Fischer Investment Group Inc
✚
|
NY | 421.5 M |
|
Odyssey Group LLC
✚
|
PA | 420.9 M |
|
Front Row Advisors LLC
✚
|
CA | 420.4 M |
|
Fruth Investment Management
✚
|
TX | 417.8 M |
|
Cedar Wealth Management LLC
✚
|
417.2 M | |
|
McCollum Christoferson Group LLC
✚
|
NY | 415.8 M |
|
Garner Asset Management Corporation
✚
|
414.0 M |