Overview
Assets Under Management: $156 million
High-Net-Worth Clients: 31
Average Client Assets: $4 million
Frequently Asked Questions
GOLDEN BAY 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 #166679), GOLDEN BAY ADVISORS LLC is subject to fiduciary duty under federal law.
GOLDEN BAY ADVISORS LLC serves 31 high-net-worth clients according to their SEC filing dated February 26, 2025. View client details ↓
According to their SEC Form ADV, GOLDEN BAY ADVISORS LLC offers financial planning, portfolio management for individuals, and portfolio management for pooled investment vehicles. View all service details ↓
GOLDEN BAY ADVISORS LLC manages $156 million in client assets according to their SEC filing dated February 26, 2025.
According to their SEC Form ADV, GOLDEN BAY ADVISORS LLC serves high-net-worth individuals and pooled investment vehicles. View client details ↓
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