Monterey Bay Asset Management LLC

Monterey Bay Asset Management LLC (CRD# 142460) is a financial advisory firm headquartered in Monterey, CA. They manage $19,578,461 in 35 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
380 Foam Street, Suite 220, Monterey, CA 93940
https://www.montereybayasset.com
By the Numbers
  • Total Assets Under Management
    20
    MILLION
  • Total Number of Accounts
    35
    ACCOUNTS
  • Average Account Value
    $559,385
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Monterey Bay Asset Management LLC
Showing 1 - 1 of 1 top financial advisors.
1
David Palshaw, financial advisor Monterey CA
David C. Palshaw
CRD#: 4395191
380 Foam Street, Suite 220, Monterey, CA 93940

David Palshaw (CRD# 4395191) is an Investment Advisor Representative working at Monterey Bay Asset Management LLC in Monterey, CA and has over 21 years 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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