Overview
Assets Under Management: $73 million
Headquarters: NEW YORK, NY
High-Net-Worth Clients: 6
Average Client Assets: $8.7 million
Frequently Asked Questions
BAJA WEALTH ADVISORS LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #289592), BAJA WEALTH ADVISORS LLC is subject to fiduciary duty under federal law.
BAJA WEALTH ADVISORS LLC is headquartered in NEW YORK, NY.
BAJA WEALTH ADVISORS LLC serves 6 high-net-worth clients according to their SEC filing dated August 15, 2024. View client details ↓
According to their SEC Form ADV, BAJA WEALTH ADVISORS LLC offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
BAJA WEALTH ADVISORS LLC manages $73 million in client assets according to their SEC filing dated August 15, 2024.
According to their SEC Form ADV, BAJA WEALTH ADVISORS LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 6
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 72.07%
Average Client Assets: $8.7 million
Total Client Accounts: 14
Discretionary Accounts: 4
Non-Discretionary Accounts: 10
Regulatory Filings
CRD Number: 289592
Filing ID: 1894638
Last Filing Date: 2024-08-15 16:14:00