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Building 2NORTH BAY WEALTH MANAGEMENT

Map pinPETALUMA, CA
Phone707-971-7069
NotebookSEC #801-132750
Total AUM
$107.3M
Employees
2
Clients
139

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
140 2ND STREET
SUITE 310
PETALUMA
CA 94952
United States
Operating Hours
7:30 A.M. TO 4:00 P.M.
Monday - Friday
Phone
707-971-7069

ReceiptFinancials

Total AUM
$107.3M
Accounts
340
Discretionary
$100.3M
Accounts
335
Non-Discretionary
$7M
Accounts
5

ContactClients

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Individual Clients
104
AUM
$41.2M
HNW Individual Clients
29
AUM
$58.6M
Pension/Profit Sharing Plan Clients
5
AUM
$7M
Corporation or Business Clients
1
AUM
$576K

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CATX

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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