Double Bay Management & Planning

Double Bay Management & Planning (CRD# 136373) is a financial advisory firm headquartered in San Francisco, CA. They manage $100,844,018 in 89 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    101
    MILLION
  • Total Number of Accounts
    89
    ACCOUNTS
  • Average Account Value
    $1,133,079
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Double Bay Management & Planning
Showing 1 - 1 of 1 top financial advisors.
1
Harry K. Oxley
CRD#: 2827738
50 California Street, Suite 1500, San Francisco, CA 94111

Harry Oxley (CRD# 2827738) is an Investment Advisor Representative working at Double Bay Management & Planning in San Francisco, CA and has over 27 years of experience in the finance industry.

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