SOUTH BAY FINANCIAL PARTNERS GROUP, INC.
Legal name: SOUTH BAY FINANCIAL PARTNERS
CRD #175015 SEC #801-110198 TORRANCE, CA 310-792-4189
SEC Registered
Total AUM
$109.4M
Discretionary
$0
Employees
6
Clients
51
Accounts
126
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2025 | $109.4M | $0 | $109.4M | 6 | 27 |
| Feb 2024 | $111.6M | $0 | $111.6M | 7 | 6 |
| Nov 2023 | $113.3M | $0 | $113.3M | 7 | 6 |
| Mar 2023 | $113.3M | $0 | $113.3M | 1 | 6 |
| Jul 2022 | $142M | $0 | $142M | 4 | 1 |
| Mar 2022 | $142M | $0 | $142M | 4 | 1 |
| May 2021 | $154.9M | $0 | $154.9M | 3 | 2 |
| Apr 2021 | $154.9M | $0 | $154.9M | 3 | 2 |
| Mar 2021 | $154.9M | $0 | $154.9M | 3 | 2 |
| Mar 2021 | $154.9M | $0 | $154.9M | 3 | 2 |
| Jul 2020 | $156.6M | $0 | $156.6M | 3 | 58 |
| Mar 2020 | $156.6M | $0 | $156.6M | 3 | 58 |
| Oct 2019 | $143.5M | $0 | $143.5M | 3 | 65 |
| Mar 2019 | $143.5M | $0 | $143.5M | 3 | 65 |
| Mar 2018 | $141.8M | $0 | $141.8M | 3 | 66 |
| Mar 2018 | $141.8M | $0 | $141.8M | 3 | 66 |
| May 2017 | $120.9M | $330.5K | $120.6M | 4 | 26 |
| May 2017 | $120.9M | $330.5K | $120.6M | 4 | 26 |
| Mar 2017 | $120.9M | $330.5K | $120.6M | 1 | 26 |
DateApr 2025
Total AUM$109.4M
Discretionary$0
Non-Disc.$109.4M
Employees6
Clients27
DateFeb 2024
Total AUM$111.6M
Discretionary$0
Non-Disc.$111.6M
Employees7
Clients6
DateNov 2023
Total AUM$113.3M
Discretionary$0
Non-Disc.$113.3M
Employees7
Clients6
DateMar 2023
Total AUM$113.3M
Discretionary$0
Non-Disc.$113.3M
Employees1
Clients6
DateJul 2022
Total AUM$142M
Discretionary$0
Non-Disc.$142M
Employees4
Clients1
DateMar 2022
Total AUM$142M
Discretionary$0
Non-Disc.$142M
Employees4
Clients1
DateMay 2021
Total AUM$154.9M
Discretionary$0
Non-Disc.$154.9M
Employees3
Clients2
DateApr 2021
Total AUM$154.9M
Discretionary$0
Non-Disc.$154.9M
Employees3
Clients2
DateMar 2021
Total AUM$154.9M
Discretionary$0
Non-Disc.$154.9M
Employees3
Clients2
DateMar 2021
Total AUM$154.9M
Discretionary$0
Non-Disc.$154.9M
Employees3
Clients2
DateJul 2020
Total AUM$156.6M
Discretionary$0
Non-Disc.$156.6M
Employees3
Clients58
DateMar 2020
Total AUM$156.6M
Discretionary$0
Non-Disc.$156.6M
Employees3
Clients58
DateOct 2019
Total AUM$143.5M
Discretionary$0
Non-Disc.$143.5M
Employees3
Clients65
DateMar 2019
Total AUM$143.5M
Discretionary$0
Non-Disc.$143.5M
Employees3
Clients65
DateMar 2018
Total AUM$141.8M
Discretionary$0
Non-Disc.$141.8M
Employees3
Clients66
DateMar 2018
Total AUM$141.8M
Discretionary$0
Non-Disc.$141.8M
Employees3
Clients66
DateMay 2017
Total AUM$120.9M
Discretionary$330.5K
Non-Disc.$120.6M
Employees4
Clients26
DateMay 2017
Total AUM$120.9M
Discretionary$330.5K
Non-Disc.$120.6M
Employees4
Clients26
DateMar 2017
Total AUM$120.9M
Discretionary$330.5K
Non-Disc.$120.6M
Employees1
Clients26