|
⚲
|
| Seabird Financial Corporation
✚
|
|
|---|---|
| CRD # | 284125 |
| SEC # | 801-107954 |
| CIK # | |
| AUM | $272.8 MM (2023-03-10) |
| Employees | 5 (80% Investors, 0% Brokers) |
| Phone | 858-457-7707 |
| Address | 9191 Towne Centre Drive San Diego, CA 92122 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 27 | 12.3 |
| (b) Individuals (high net worth individuals) | 29 | 63.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 2.1 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 184.8 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 10.1 |
| Total | 254 | 272.8 |
| By Discretionary | ||
| Discretionary | 254 | 272.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 254 | 272.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 272.8 | |
| Total | 254 | 272.8 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Strategy Marketplace LLC
✚
|
FL | 0.3 |
|
Taylor Financial Group Inc
✚
|
VA | 0.3 |
|
Ballast Capital Advisors LLC
✚
|
IA | 0.3 |
|
Intrepid Financial Planning Group LLC
✚
|
IN | 0.3 |
|
Cascade Investment Advisors Inc
✚
|
OR | 0.3 |
|
Altruvista LLC
✚
|
TX | 0.3 |
|
Trinity Wealth Management LLC
✚
|
OH | 0.3 |
|
Atlas Capital Management Corp
✚
|
IN | 0.3 |
|
Lexington Research and Capital Group LLC
✚
|
AR | 0.3 |
|
ZRC Wealth Management LLC
✚
|
CA | 0.3 |