Selleck Financial Group

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
1
Advisory reps
1

Firm details

Headquarters
Irvine, California
CRD number
289240
Fee structure
Hourly Charges, Fixed Fees
Services
Financial PlanningEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Selleck Financial Group is structured as a sole proprietorship owned by an individual and operates principally as a financial planning and education practice. The firm bills clients through hourly charges and fixed-fee arrangements rather than a percentage-of-assets model, and its service slate highlights financial planning engagements and educational seminars or workshops. The dataset classifies the firm as unclassified and indicates it is not a multi-state adviser, not a capital allocator, and not a pension consultant. The firm does not identify itself as an active ESG investor. SEC registration year is not reported in the provided data.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

1 of 1
  • Jodi Selleck

    Jodi Selleck

    Financial PlannerCRD 4594776

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Irvine, CA

Orange

Location

Irvine, CA

Headquartered in Irvine, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
Orange
Address
2082 Michelson Dr
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth