CRD: 175015
South BAY Financial Partners
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 12-01-2014
- Office Locations
- 2
Office Locations
About South BAY Financial Partners
South Bay Financial Partners is an independent, fiduciary planning firm serving clients in Los Angeles, Chicago and beyond. They provide comprehensive financial planning and investment management alongside tax, retirement, insurance, debt and estate planning, with financial therapy woven into the process (Certified Financial Therapist on staff). SBFP does not sell financial products; portfolios are commonly implemented with ETFs and other public funds and are custodied at Schwab.
Team overview
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Custodian
Investment Themes
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Owner & Executives
Robert Manuel Unverzagt
Secretary
- CRD
- --
- Ownership
- 75% or more
TARA TUSSING UNVERZAGT
Chief Compliance Officer, Director, President, TREASURER
- CRD
- #2630060
- Ownership
- 75% or more
Showing 2 of 2 owners & executives
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Jessica Marie Henderson
Financial Planner
- CRD
- #7726096
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $114,824,594 | $791,894 |
| Total | $114,824,594 | $791,894 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Total | Available | Available |
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