South Bay Financial Partners Group, Inc.
● SEC registered since 2017CRD 175015SEC# 801-110198Torrance, CA
Reg. AUM
$114.8M
Employees
5
Accounts
145
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 $114.8 million in regulatory assets under management and employs 5 people.
South Bay Financial Partners Group, Inc. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Robert Manuel Unverzagt Control | Secretary | Over 75% | 2014 |
| Tara Tussing Unverzagt Control | President/ Chief Compliance Officer/Treasurer | Over 75% | 2014 |
Frequently asked questions
How much does South Bay Financial Partners Group, Inc. manage?
South Bay Financial Partners Group, Inc. reports $114.8 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 5 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
| Address | 21515 Hawthorne Blvd, Suite 200, Torrance, CA 90503 |
| Phone | 310-792-4189 |
| Fax | 310-792-4189 |
| Office hours | By Appointment Only |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$114.8M▲ 5%
Apr '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 91%
Larger than 9% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$114.8Mregulatory AUM
Discretionary $0Non-discretionary $114.8M