South Bay Financial Partners
South Bay Financial Partners is an SEC-registered ria in Torrance, CA with $114.8M assets under management (AUM, regulatory AUM), +5% over one year. See who owns South Bay Financial Partners: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 175015, SEC 801-110198, data through 2026-03-04.
- AUM (assets under management / regulatory AUM)
- $114.8M (2026-03-04)
- Firm type
- Ria
- Location
- Torrance, CA
- Employees
- 5
- Clients
- 50
- CRD
- 175015
- Ownership
- UNVERZAGT, TARA, TUSSING; Unverzagt, Robert, Manuel
How much AUM does South Bay Financial Partners have?
South Bay Financial Partners reported $114.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-04).
Who owns South Bay Financial Partners?
Disclosed owners and executives of South Bay Financial Partners include UNVERZAGT, TARA, TUSSING, Unverzagt, Robert, Manuel. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.