Monterey Bay Asset Management LLC

Monterey Bay Asset Management LLC (CRD# 142460) is a financial advisory firm headquartered in Monterey, CA. They manage $10,377,438 in 74 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • 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.


Financial Advisors at Monterey Bay Asset Management LLC
Showing 1 - 1 of 1 top financial advisors.
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 13 years of experience in the finance industry. David Palshaw has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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