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Building 2GOLDEN BAY ADVISORS LLC

Map pin
Phone914-215-0194
NotebookSEC #801-78077
Total AUM
$179.8M
Employees
1
Clients
154

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
8 A.M. - 5 P.M.
Monday - Friday
Phone
914-215-0194

ReceiptFinancials

Total AUM
$179.8M
Accounts
312
Discretionary
$156.6M
Accounts
226
Non-Discretionary
$23.3M
Accounts
86

ContactClients

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Individual Clients
124
AUM
$76.8M
HNW Individual Clients
22
AUM
$71.9M
Pension/Profit Sharing Plan Clients
6
AUM
$25.4M
Corporation or Business Clients
2
AUM
$5.8M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACTFLNYTX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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