Bay Mutual Financial LLC
Bay Mutual Financial LLC (CRD# 130535) is a financial advisory firm headquartered in Santa Monica, CA. They manage $25,403,214,863 in 71 accounts and serve the financial needs of clients across 0 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management25,403MILLION
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Total Number of Accounts71ACCOUNTS
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Average Account Value$357,791,759
Compensation Options
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
Types of Clients
Registered States
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Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
Financial Advisors at Bay Mutual Financial LLC
No Advisor Found.
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