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Seaside Advisory Services, Inc.

CRD 289985SEC# 801-112721Carlsbad, CA
Export (members)
No longer SEC-registered. Seaside Advisory Services, Inc. appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$73.3M
Employees
5
Accounts
381
Location
Carlsbad, CA

Seaside Advisory Services, Inc. assets under management

Seaside Advisory Services, Inc. is an investment advisory firm registered with the SEC based in Carlsbad, CA. It reports $73.3 million in regulatory assets under management and employs 5 people.

Seaside Advisory Services, Inc. owners & executives

2 reported
NameTitleOwnershipSince
Darlene Marie Maza ControlChief Compliance OfficerUnder 5%2018
Shawn Christopher Orser ControlOwner & PresidentOver 75%2016

Frequently asked questions

How much does Seaside Advisory Services, Inc. manage?

Seaside Advisory Services, Inc. reports $73.3 million in regulatory assets under management on its Form ADV.

How many employees does Seaside Advisory Services, Inc. have?

Seaside Advisory Services, Inc. reports 5 employees.

Where is Seaside Advisory Services, Inc. located?

Seaside Advisory Services, Inc. is based in Carlsbad, CA.

Does Seaside Advisory Services, Inc. disclose fund performance?

Seaside Advisory Services, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address2888 Loker Ave East, Suite 110, Carlsbad, CA 92010
Office hours8:30a.m. - 4:00p.m.
Discloses disciplinary historyNo

Assets under management

Discretionary
Non-discretionary$73.3M
Total (RAUM)$73.3M