CRD: 332472
Silicon Beach Financial LLC
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- Custodian
- Charles Schwab & Company ยท Tiaa
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 08-30-2024
- Office Locations
- 1
Office Locations
About Silicon Beach Financial LLC
Silicon Beach Financial is a Santa Monica-based wealth management firm serving ambitious entrepreneurs and innovators. It provides comprehensive financial planning, investment management, and proactive tax planning/return preparation, aligning portfolios and household finances with near-term commitments and long-term opportunities. The firm highlights guidance on equity compensation (RSUs and stock options) and works with Charles Schwab as a custodian.
Team overview
Insights
Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Services
Owner & Executives
Christopher Lane Stroup
Chief Compliance Officer, FOUNDER, President
- CRD
- #7148313
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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No contact records available.
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $13,046,172 | -- |
| Non-Discretionary | $0 | -- |
| Total | $13,046,172 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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