SILICON BEACH FINANCIAL LLC

SILICON BEACH FINANCIAL LLC is an SEC-registered investment adviser (CRD 332472). Regulatory assets under management: $13.0M.

Registration

• CRD: 332472
• Type: Registered investment adviser
• Phone: (424) 229-1684
• Latest filing: 2026-03-19
• Regulatory AUM: $13.0M
• Discretionary AUM: $13.0M
• Clients: 1
• Accounts: 85

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Charities, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 332472 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search