Bay Mutual Financial LLC
Bay Mutual Financial LLC (CRD# 130535) is a financial advisory firm headquartered in Santa Monica, CA. They manage $24,744,770,890 in 161 accounts and serve the financial needs of clients across 3 states (or territories).
Total Assets Under Management24,745MILLION
Total Number of Accounts161ACCOUNTS
Average Account Value$153,694,229
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
CA, CO, TX
Thomas Demko (CRD# 5910769) is an Investment Advisor Representative working at Bay Mutual Financial LLC in Santa Monica, CA and has over 5 years of experience in the finance industry.