JOSEPH M. SEBO, CFP INC.

JOSEPH M. SEBO, CFP INC. of OCEANSIDE, CA is an SEC-registered investment adviser (CRD 323589). Regulatory assets under management: $2.0M.

Registration

• CRD: 323589
• Type: Registered investment adviser
• Location: 1034 S. MYERS ST., OCEANSIDE, CA, 92054
• Phone: 760-212-2720
• Latest filing: 2026-03-17
• Regulatory AUM: $2.0M
• Discretionary AUM: $2.0M
• Clients: 1
• Accounts: 1

Business model

Compensation: % of AUM.

Clients served: High net worth, Pooled vehicles, Charities.

More on this firm

• Form ADV Part 2 brochure
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• This page as markdown (for LLM agents)
• CRD 323589 on SEC IAPD (source of record)
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