Seaport Wealth Management

Seaport Wealth Management (CRD# 310684) is a financial advisory firm headquartered in , . They manage $3,500,000 in 26 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    4
    MILLION
  • Total Number of Accounts
    26
    ACCOUNTS
  • Average Account Value
    $134,615
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Seaport Wealth Management
Showing 1 - 1 of 1 top financial advisors.
1
Bradley Ball, financial advisor San Diego CA
Bradley M. Ball
CRD#: 2612122
San Diego, CA

Bradley Ball (CRD# 2612122) is an Investment Advisor Representative working at Seaport Wealth Management in San Diego, CA and has over 28 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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