Seaside Wealth Advisors LLC
Seaside Wealth Advisors LLC (CRD# 327645) is a financial advisory firm headquartered in Wilmington, NC. They manage $5,900,000 in 38 accounts and serve the financial needs of clients across 3 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management6MILLION
-
Total Number of Accounts38ACCOUNTS
-
Average Account Value$155,263
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
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Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
NC, PA, TX
Financial Advisors at Seaside Wealth Advisors LLC
1
Allison Kramer (CRD# 7183704) is an Investment Advisor Representative working at Seaside Wealth Advisors LLC in Plano, TX and has over 2 years of experience in the finance industry.
2
Allen Tyndall (CRD# 5982534) is an Investment Advisor Representative working at Seaside Wealth Advisors LLC in Wilmington, NC and has over 11 years of experience in the finance industry.
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