Bay View Advisors, LLC

Bay View Advisors, LLC (CRD# 154221) is a financial advisory firm headquartered in San Francisco, CA. They manage $4,732,077 in 6 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    5
    MILLION
  • Total Number of Accounts
    6
    ACCOUNTS
  • Average Account Value
    $788,680
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for pooled investment vehicles (other than investment companies)
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

Financial Advisors at Bay View Advisors, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Kenneth P. Lee
CRD#: 2636767
44 Montgomery Street, Suite 2090, San Francisco, CA 94104
93
Wealthminder
score

Kenneth Lee (CRD# 2636767) is an Investment Advisor Representative working at Bay View Advisors, LLC in San Francisco, CA and has over 6 years of experience in the finance industry.

2
William P. McDowell
CRD#: 327087
44 Montgomery Street, Suite 2090, San Francisco, CA 94104
93
Wealthminder
score

William McDowell (CRD# 327087) is an Investment Advisor Representative working at Bay View Advisors, LLC in San Francisco, CA and has over 26 years of experience in the finance industry.

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