Northbay Advisors

Northbay Advisors (CRD# 129214) is a financial advisory firm headquartered in Rohnert Park, CA. They manage $4,375,000 in 35 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
6010 Commerce Blvd. Suite 142, Rohnert Park, CA 94928
https://www.northbayadvisors.com
By the Numbers
  • Total Assets Under Management
    4
    MILLION
  • Total Number of Accounts
    35
    ACCOUNTS
  • Average Account Value
    $125,000
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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Northbay Advisors
Showing 1 - 1 of 1 top financial advisors.
1
Daniel Peterson, financial advisor Rohnert Park CA
Daniel A. Peterson
CRD#: 1152768
6010 Commerce Blvd Suite 142, Rohnert Park, CA 94928

Daniel Peterson (CRD# 1152768) is an Investment Advisor Representative working at Northbay Advisors in Rohnert Park, CA and has over 25 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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