Dba Seaside Financial & Insurance Services
Dba Seaside Financial & Insurance Services is an SEC-registered mass-market adviser in Carlsbad, CA with $81.2M assets under management (AUM, regulatory AUM), +11% over one year. See who owns Dba Seaside Financial & Insurance Services: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 289985, SEC 801-112721, data through 2026-05-28.
- AUM (assets under management / regulatory AUM)
- $81.2M (2026-05-28)
- Firm type
- Mass-Market Adviser
- Location
- Carlsbad, CA
- Employees
- 4
- Clients
- 137
- CRD
- 289985
- Ownership
- ORSER, SHAWN, CHRISTOPHER; MAZA, DARLENE, MARIE; Maza, Darlene, Marie; MAZA, DARLENE, M
How much AUM does Dba Seaside Financial & Insurance Services have?
Dba Seaside Financial & Insurance Services reported $81.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-05-28).
Who owns Dba Seaside Financial & Insurance Services?
Disclosed owners and executives of Dba Seaside Financial & Insurance Services include ORSER, SHAWN, CHRISTOPHER, MAZA, DARLENE, MARIE, Maza, Darlene, Marie, MAZA, DARLENE, M. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.