CRD: 282566
Seagull Lane Asset Management LLC
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- Custodian
- Axos
- Clients
- Retail
- Platforms
- Available
- Established Date
- 03-07-2025
- Office Locations
- 2
Office Locations
About Seagull Lane Asset Management LLC
Baird Walker Wealth Strategy Group (Seagull Lane Asset Management, LLC) provides comprehensive wealth management for retirees and pre-retirees, as well as small business owners and working professionals. Services include financial and retirement planning, portfolio analysis and asset allocation, tax strategies, and coordination on estate and generational wealth planning. Independent fiduciary advisors affiliated with United Planners, with offices in Santa Barbara and Huntington Beach, CA.
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Owner & Executives
DAVID HOVEY WALKER
Chief Compliance Officer, Owner
- CRD
- #4915184
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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KEVIN GLEN BAIRD
President and Founder
- CRD
- #2087678
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $193,135,000 | -- |
| Non-Discretionary | $14,799,000 | -- |
| Total | $207,934,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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