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).

By the Numbers
  • Total Assets Under Management
    24,745
    MILLION
  • Total Number of Accounts
    161
    ACCOUNTS
  • Average Account Value
    $153,694,229
Compensation Options
  • A percentage of assets under your management
  • 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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, CO, TX

Financial Advisors at Bay Mutual Financial LLC
Showing 1 - 1 of 1 top financial advisors.
1
Thomas J. Demko
CRD#: 5910769
1453 Third St., Ste. 490, Santa Monica, CA 90401
93
Wealthminder
score

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.

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