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SOUTH BAY FINANCIAL PARTNERS

SOUTH BAY FINANCIAL PARTNERS GROUP, INC.

CRD 175015 · SEC 801-110198

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21515 HAWTHORNE BLVD, SUITE 200, TORRANCE, CA, 90503, United States

Phone

310-792-4189

Fax

310-792-4189

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$114.8M

Discretionary AUM

$0

Team

5 total employees; 2 advisory reps; 9 broker-dealer reps

Clients

51-100

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Corporation

Filing date

2026-03-04

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Pension consultingPublication of periodicalsEducational seminarsTAX PLANNING AND PREPARATION

Client types

TypeClientsAUM
Individuals23$14.7M
High net worth individuals27$98.8M

States served

CA, IL, TX, FL

All web addresses on file

Official SEC filing: View on IAPD