Adviser Profile
| As of Date | 08/07/2026 |
| Registration status | Registration Changed to SEAGULL LANE ASSET MANAGEMENT LLC |
| ADV Location | HUNTINGTON BEACH, CA, United States |
| Contact Info | 714 xxxxxxx |
| Websites |
| AUM* | 207,934,000 220% |
| of that, discretionary | 193,135,000 199% |
| Number of Employees | 4 33% |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 296,202 78% |
| % High Net Worth | 12.86% 9% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Compensation Arrangments
- A percentage of assets under your management
Reported AUM
1
1
1
1
Private Funds
No private funds