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William Kirk Fane Shen

SEASIDE EQUITY PARTNERS, LLC·SOLANA BEACH, California
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120 SOUTH SIERRA AVENUE, SOLANA BEACH, CA 92075-1874CRD# 6318341Firm CRD# 307171
01

About

William Kirk Fane Shen is a registered financial advisor based in SOLANA BEACH, California, affiliated with SEASIDE EQUITY PARTNERS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
SEASIDE EQUITY PARTNERS, LLC
SEASIDE EQUITY PARTNERS
AUM
$652M
Regulatory assets under management
Employees
13
Total firm employees
View all advisors at SEASIDE EQUITY PARTNERS, LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 6318341
Firm CRD# 307171
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does William Kirk Fane Shen offer?
William Kirk Fane Shen specializes in Retirement Planning. Contact their office in SOLANA BEACH, California for a consultation.
What are William Kirk Fane Shen's credentials?
William Kirk Fane Shen is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is William Kirk Fane Shen located?
William Kirk Fane Shen is based in SOLANA BEACH, California, working with SEASIDE EQUITY PARTNERS, LLC. Their office serves clients in the SOLANA BEACH metropolitan area and surrounding communities.
How does William Kirk Fane Shen charge for services?
William Kirk Fane Shen's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SEASIDE EQUITY PARTNERS, LLC?
SEASIDE EQUITY PARTNERS, LLC has approximately 13 employees and manages $652M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at SEASIDE EQUITY PARTNERS, LLC

Andrew R Thompson
SAN DIEGO, CA
Deborah B. (mi Only) Fritzer
SAN DIEGO, CA

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Research
Advisor Fees in CaliforniaNational Fee Analysis
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