Bay Street Capital Holdings

Bay Street Capital Holdings (CRD# 299361) is a financial advisory firm headquartered in , . They manage $75,900,000 in 500 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
http://www.baystreetcapitalholdings.com
By the Numbers
  • Total Assets Under Management
    76
    MILLION
  • Total Number of Accounts
    500
    ACCOUNTS
  • Average Account Value
    $151,800
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Performance-based fees
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, GA, NY

Financial Advisors at Bay Street Capital Holdings
Showing 1 - 2 of 2 top financial advisors.
1
William Huston, financial advisor Los Altos CA
William L. Huston
CRD#: 5833818
Los Altos, CA

William Huston (CRD# 5833818) is an Investment Advisor Representative working at Bay Street Capital Holdings in Los Altos, CA and has over 5 years of experience in the finance industry.

2
Ila Corcoran, financial advisor Fremont CA
Ila Corcoran
CRD#: 7645878
Fremont, CA

Ila Corcoran (CRD# 7645878) is an Investment Advisor Representative working at Bay Street Capital Holdings in Fremont, CA and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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