JOSEPH M. SEBO, CFP INC.

Latest filing: Mar 14, 2024 (230 days ago)

AUM

$1,889,000
change vs. 1 year ago
change vs. 3 years ago
change vs. 5 years ago
change vs. 10 years ago

Employee Count

3,004,501
change vs. 1 year ago
change vs. 3 years ago
change vs. 5 years ago
change vs. 10 years ago

Main Office

OCEANSIDE, CA
1034 S. MYERS ST., OCEANSIDE, CA, UNITED STATES, 92054

Client AUM

Discretion AUM
Discretionary $0.0
Non-Discretionary $0.0
Total $0.0
Client AUM
Retail $0.0
Pooled $0.0
Institutional $0.0
Total $0.0
Retail Accounts AUM
Individual 1 $0.0
Average Individual AUM $300,450
HNW 1 $0.0
Average HNW AUM $1,588,550
Retail Total 2 $0.0
Average Retail AUM $944,500

ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV

SMA Custodians

Custodian Location AUM

ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV

Separately Managed Assets

Breakdown AUM
Total SMA AUM $0.0
Retail SMA AUM $0.0
Institutional SMA AUM $0.0
Asset Class % AUM
Equity Exch 0% $0.0
Equity Non-Exch 0% $0.0
Govt Agency 0% $0.0
Municipal 0% $0.0
Sovereign 0% $0.0
IG Credit 0% $0.0
HY Credit 0% $0.0
Derivatives 0% $0.0
Investment Companies 0% $0.0
Other Pools 0% $0.0
Cash 0% $0.0
Other 0% $0.0
Total 0% $0.0

ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV

Control Persons

No control persons found

ADVDB.CO • SOURCE: SEC

Representatives

1 active representative found

Name City State Exams Designations
JOSEPH SEBO OCEANSIDE CA S63|1983-02-09|S65|2002-05-23 CERTIFIED FINANCIAL PLANNER

ADVDB.CO • SOURCE: SEC

History

Date AUM AUM ∆ AUM % ∆ Empl Empl ∆ Empl % ∆

ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV

Other

STATE REGISTRATIONS
CA-11/18/2022
ADVISER ACTIVITIES
PORTFOLIO MANAGEMENT
PORTFOLIO MANAGEMENT (SMB)
MANAGER SELECTION
OTHER ACTIVITIES

ADVDB.CO • SOURCE: SEC FORM ADV