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Building 2BAYSIDE FINANCIAL

Map pinWALNUT CREEK, CA
Phone925-906-1350
NotebookSEC #801-56694
Total AUM
$25.6M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1431 OAKLAND BLVD
#210
WALNUT CREEK
CA 94596
USA
Operating Hours
6:30 AM. TO 2:00 PM.
Monday - Friday
Phone
925-906-1350

ReceiptFinancials

Total AUM
$25.6M
Accounts
131
Discretionary
$25.6M
Accounts
131
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
SRO Rule Violation
State Registrations
CAPARI

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

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