Robert Unverzagt is a control person of South Bay Financial Partners Group and directly owns 75% or more of it.
South Bay Financial Partners Group is an investment adviser based in Torrance, CA, registered with the SEC since 2017. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients and charitable organizations. Its regulatory assets under management total $115 million, as filed on 17 July 2026. Its fees, ownership and offices are on the firm’s profile.
- CRD
- 6737341
- Firm
- South Bay Financial Partners Group · CRD 175015
- Role
- Secretary
- In role since
- December 2014 · 11 years
- Control person
- Yes
- Direct ownership
- 75% or more
- Firm headquarters
- Torrance, CA
- Individual registration
- No current adviser record · SEC search
- Disciplinary history
- Not yet shown here · SEC record
Where does Robert Unverzagt work?
Robert Unverzagt has been Secretary of South Bay Financial Partners Group, Inc. since December 2014, and is a control person of the firm.
How can I verify Robert Unverzagt’s record?
Robert Unverzagt’s role is listed on South Bay Financial Partners Group, Inc.’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 175015.
