SELLECK FINANCIAL GROUP
Firm details
- Headquarters
- IRVINE, California
- CRD number
- 289240
- Website
- www.selleckfinancial.com
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Services
- Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Selleck Financial Group operates as a sole proprietorship, focusing on providing financial planning and portfolio management services primarily for individuals and small businesses. The firm engages in educational seminars and workshops, aiming to enhance clients' understanding of financial matters. While the firm does not classify itself as a capital allocator or an active ESG investor, it maintains a diverse approach to investment management, utilizing various strategies and asset classes to meet client needs.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
1 of 1JODI SELLECK
Financial PlannerCRD 4594776
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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