SOUTH BAY FINANCIAL PARTNERS GROUP, INC.

SOUTH BAY FINANCIAL PARTNERS
TORRANCE, California·2 registered advisors·CRD# 175015
SEC# 801-1101982310-792-4189
01

Firm Overview

AUM
$112M
Regulatory assets under management
Employees
7
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Pension consulting
Publication of periodicals/newsletters
Market timing services
Charitable organization or education services
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment ManagementRetirement Planning
04

Advisors at SOUTH BAY FINANCIAL PARTNERS GROUP, INC.

2 registered advisors
Robert Manuel Unverzagt
TORRANCE, California
Tara Tussing Unverzagt
TORRANCE, California
05

Office Locations

TORRANCE, California
2 advisors

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Data sourced from SEC Form ADV filings. SOUTH BAY FINANCIAL PARTNERS GROUP, INC. (CRD# 175015) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.