Arch
Peregoff
Seabird Investment Partners
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About this Advisor
Arch Peregoff is a financial advisor based in San Diego, California, working with Seabird Investment Partners. Arch has previously held positions at Carmel Capital Partners LLC and Seabird Financial. Arch has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California. Currently, Arch is part of Seabird Investment Partners, which operates out of San Diego, California. The firm has 6 employees and manages assets totaling $275.8 million. The firm serves high-net-worth clients and offers portfolio management for individuals and small businesses. The fee structure at Seabird Investment Partners includes asset-based and performance-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Seabird Investment Partners Brokerage Details
$275,839,529
6
225
$1,225,953
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
Arch Peregoff Work History
Seabird Financial
Carmel Capital Partners LLC
Disclosures
Please visit the SEC profile of Arch Peregoff to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Seabird Investment Partners
San Diego, CA
San Diego, CA
San Diego, CA
San Diego, CA
San Diego, CA
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