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Building 2BAY MUTUAL FINANCIAL LLC

Map pinSANTA MONICA, CA
Phone3105863222
NotebookSEC #801-72074
Total AUM
$25.4B
Employees
2
Clients
25

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

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HotelBusiness

Principal Address
1460 FOURTH ST.
STE. 212
SANTA MONICA
CA 90401
United States
Operating Hours
BAY MUTUAL FINANCIAL
Monday - Friday
Phone
3105863222
Other Offices
1

ReceiptFinancials

Total AUM
$25.4B
Accounts
71
Discretionary
$0
Accounts
0
Non-Discretionary
$25.4B
Accounts
71

ContactClients

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Pension/Profit Sharing Plan Clients
10
AUM
$9.1B
Other Clients
15
AUM
$16.3B
Description of Other Clients
401K

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed Fee

Shield checkCompliance

Disclosures

None reported

State Registrations
CATX

HandshakeAffiliates

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

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