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South Bay Financial Partners Group, Inc.

● SEC registered since 2017CRD 175015SEC# 801-110198Torrance, CA
Export (members)
Reg. AUM
$109.4M
Employees
6
Accounts
126
Location
Torrance, CA

South Bay Financial Partners Group, Inc. assets under management

South Bay Financial Partners Group, Inc. is a registered investment adviser overseen by the SEC based in Torrance, CA. The firm has been registered since 2017. It reports $109.4 million in regulatory assets under management and employs 6 people.

South Bay Financial Partners Group, Inc. owners & executives

2 reported
NameTitleOwnershipSince
Robert Manuel Unverzagt ControlSecretaryOver 75%2014
Tara Tussing Unverzagt ControlPresident/ Chief Compliance Officer/TreasurerOver 75%2014

Frequently asked questions

How much does South Bay Financial Partners Group, Inc. manage?

South Bay Financial Partners Group, Inc. reports $109.4 million in regulatory assets under management on its Form ADV.

How many employees does South Bay Financial Partners Group, Inc. have?

South Bay Financial Partners Group, Inc. reports 6 employees.

Where is South Bay Financial Partners Group, Inc. located?

South Bay Financial Partners Group, Inc. is based in Torrance, CA and has been SEC-registered since 2017.

Does South Bay Financial Partners Group, Inc. disclose fund performance?

South Bay Financial Partners Group, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address21515 Hawthorne Blvd, Suite 200, Torrance, CA 90503
Phone310-792-4189
Fax310-792-4189
Office hoursBy Appointment Only
SEC regionLos Angeles Regional Office (LARO)
Discloses disciplinary historyNo

Assets under management

Discretionary
Non-discretionary$109.4M
Total (RAUM)$109.4M