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Building 2BAY ISLE FINANCIAL CORP

Map pinSAN FRANCISCO, CA
Phone415-705-7777
NotebookSEC #801-27563
Total AUM
$851.6M
Employees
31
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
160 SANSOME ST 17TH FL
SAN FRANCISCO
CA 94104
USA
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
415-705-7777

ReceiptFinancials

Total AUM
$851.6M
Accounts
478
Discretionary
$814M
Accounts
463
Non-Discretionary
$37.5M
Accounts
15

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Company Portfolio ManagementFinancial PlanningIndividual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
WRITING ARTICLES

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Disclosures

None reported

State Registrations
AZCATX

HandshakeAffiliates

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

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