SEASIDE ADVISORY SERVICES, INC.
Legal name: DBA SEASIDE FINANCIAL & INSURANCE SERVICES
CRD #289985 SEC #801-112721 CARLSBAD, CA (760) 433-4632
SEC Registered
Total AUM
$79M
Discretionary
$0
Employees
4
Clients
251
Accounts
354
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $79M | $0 | $79M | 4 | 0 |
| Oct 2025 | $79M | $0 | $79M | 4 | 0 |
| Sep 2025 | $79M | $0 | $79M | 4 | 0 |
| Sep 2025 | $79M | $0 | $79M | 4 | 0 |
| Sep 2025 | $79M | $0 | $79M | 4 | 0 |
| Sep 2025 | $79M | $0 | $79M | 4 | 0 |
| Sep 2025 | $73.3M | $0 | $73.3M | 4 | 0 |
| Aug 2025 | $73.3M | $0 | $73.3M | 5 | 0 |
| Jul 2025 | $73.3M | $0 | $73.3M | 5 | 0 |
| Feb 2025 | $73.3M | $0 | $73.3M | 5 | 0 |
| Mar 2024 | $89.4M | $0 | $89.4M | 5 | 0 |
| Feb 2024 | $117.4M | $0 | $117.4M | 5 | 2 |
| Mar 2023 | $117.4M | $0 | $117.4M | 6 | 2 |
| Jun 2022 | $138M | $0 | $138M | 6 | 1 |
| Feb 2022 | $138M | $0 | $138M | 6 | 1 |
| Jul 2021 | $129.4M | $129.4M | $0 | 6 | 0 |
| Jul 2021 | $129.4M | $129.4M | $0 | 6 | 0 |
| Jun 2021 | $129.4M | $129.4M | $0 | 5 | 0 |
| Mar 2021 | $129.4M | $129.4M | $0 | 4 | 0 |
| Mar 2021 | $129.4M | $129.4M | $0 | 4 | 0 |
| Feb 2021 | $129.4M | $129.4M | $0 | 4 | 0 |
| Jun 2020 | $113.3M | $113.3M | $0 | 4 | 0 |
| Feb 2020 | $113.3M | $113.3M | $0 | 4 | 0 |
| Feb 2020 | $113.3M | $113.3M | $0 | 4 | 0 |
| Dec 2019 | $94M | $94M | $0 | 4 | 0 |
| Mar 2019 | $94M | $94M | $0 | 5 | 0 |
| Jan 2019 | $100.1M | $100.1M | $0 | 5 | 0 |
| Apr 2018 | $100.1M | $100.1M | $0 | 5 | 0 |
| Feb 2018 | $100.1M | $100.1M | $0 | 5 | 0 |
DateOct 2025
Total AUM$79M
Discretionary$0
Non-Disc.$79M
Employees4
Clients0
DateOct 2025
Total AUM$79M
Discretionary$0
Non-Disc.$79M
Employees4
Clients0
DateSep 2025
Total AUM$79M
Discretionary$0
Non-Disc.$79M
Employees4
Clients0
DateSep 2025
Total AUM$79M
Discretionary$0
Non-Disc.$79M
Employees4
Clients0
DateSep 2025
Total AUM$79M
Discretionary$0
Non-Disc.$79M
Employees4
Clients0
DateSep 2025
Total AUM$79M
Discretionary$0
Non-Disc.$79M
Employees4
Clients0
DateSep 2025
Total AUM$73.3M
Discretionary$0
Non-Disc.$73.3M
Employees4
Clients0
DateAug 2025
Total AUM$73.3M
Discretionary$0
Non-Disc.$73.3M
Employees5
Clients0
DateJul 2025
Total AUM$73.3M
Discretionary$0
Non-Disc.$73.3M
Employees5
Clients0
DateFeb 2025
Total AUM$73.3M
Discretionary$0
Non-Disc.$73.3M
Employees5
Clients0
DateMar 2024
Total AUM$89.4M
Discretionary$0
Non-Disc.$89.4M
Employees5
Clients0
DateFeb 2024
Total AUM$117.4M
Discretionary$0
Non-Disc.$117.4M
Employees5
Clients2
DateMar 2023
Total AUM$117.4M
Discretionary$0
Non-Disc.$117.4M
Employees6
Clients2
DateJun 2022
Total AUM$138M
Discretionary$0
Non-Disc.$138M
Employees6
Clients1
DateFeb 2022
Total AUM$138M
Discretionary$0
Non-Disc.$138M
Employees6
Clients1
DateJul 2021
Total AUM$129.4M
Discretionary$129.4M
Non-Disc.$0
Employees6
Clients0
DateJul 2021
Total AUM$129.4M
Discretionary$129.4M
Non-Disc.$0
Employees6
Clients0
DateJun 2021
Total AUM$129.4M
Discretionary$129.4M
Non-Disc.$0
Employees5
Clients0
DateMar 2021
Total AUM$129.4M
Discretionary$129.4M
Non-Disc.$0
Employees4
Clients0
DateMar 2021
Total AUM$129.4M
Discretionary$129.4M
Non-Disc.$0
Employees4
Clients0
DateFeb 2021
Total AUM$129.4M
Discretionary$129.4M
Non-Disc.$0
Employees4
Clients0
DateJun 2020
Total AUM$113.3M
Discretionary$113.3M
Non-Disc.$0
Employees4
Clients0
DateFeb 2020
Total AUM$113.3M
Discretionary$113.3M
Non-Disc.$0
Employees4
Clients0
DateFeb 2020
Total AUM$113.3M
Discretionary$113.3M
Non-Disc.$0
Employees4
Clients0
DateDec 2019
Total AUM$94M
Discretionary$94M
Non-Disc.$0
Employees4
Clients0
DateMar 2019
Total AUM$94M
Discretionary$94M
Non-Disc.$0
Employees5
Clients0
DateJan 2019
Total AUM$100.1M
Discretionary$100.1M
Non-Disc.$0
Employees5
Clients0
DateApr 2018
Total AUM$100.1M
Discretionary$100.1M
Non-Disc.$0
Employees5
Clients0
DateFeb 2018
Total AUM$100.1M
Discretionary$100.1M
Non-Disc.$0
Employees5
Clients0