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Seawise Financial, Inc.

Headquartered in CARDIFF BY THE SEA, CA

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Firm Information

Seawise Financial, Inc. is an investment advisor with a focus on financial planning, pension consulting, and portfolio management for individuals and businesses. The firm has 2 investment advisor representatives and manages approximately $43.57 million in assets for 203 clients.

Seawise Financial, Inc.

$43.57M

Assets Under Management

4

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (1)

SEAWISE FINANCIAL, INC. has a total of 1 branch locations across the country.
location

CARDIFF BY THE SEA, CA

Advisors at Seawise Financial, Inc.

View All 2 Advisors
Unclaimed
Timothy Patrick Kenney

CFP®, RA

CARDIFF BY THE SEA, CA

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Roxanne Fiona Desouza

RA

CARDIFF BY THE SEA, CA

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Disclosures

There are no public disclosures for Seawise Financial, Inc..

Frequently Asked Questions (5)

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