Baird Walker Wealth Strategy Group

EST. AUM
$207,934,000

CONTACTS

CLIENT ACCOUNTS
702

Firm Details

Metro area Los Angeles
CRD Number 282566
Website bairdwalker.com
Client types

Overview

Baird Walker Wealth Strategy Group is a wealth management practice operating through Seagull Lane Asset Management LLC, an SEC-registered investment adviser based in California. The firm provides discretionary portfolio management, financial planning, retirement planning, tax-aware strategies, estate-planning coordination and investment guidance primarily to individuals and high-net-worth clients. Its advisory approach includes actively managed model portfolios, mutual funds, separately managed accounts and variable annuity investment management. The firm emphasizes retirement income, capital preservation, asset allocation and risk management. Seagull Lane reports approximately $207.9 million in regulatory assets under management and operates offices in Huntington Beach and Santa Barbara, California.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Baird Walker Wealth Strategy Group

Platform Details

Investment Preferences

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Address

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