Overview
Assets Under Management: $156 million
High-Net-Worth Clients: 31
Average Client Assets: $4 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles
Clients
Number of High-Net-Worth Clients: 31
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 75.91
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 174
Discretionary Accounts: 174
Regulatory Filings
CRD Number: 166679
Last Filing Date: 2025-02-26 00:00:00
Website: https://goldenbayadvisors.com