← Back to searchVisit website
GOLDEN BAY ADVISORS LLC
CRD 166679 · SEC 801-78077
CA, United States
Phone
914-215-0194
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$179.8M
Discretionary AUM
$156.6M
Team
1 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-03
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 124 | $76.8M |
| High net worth individuals | 22 | $71.9M |
| Pension/profit sharing plans | 6 | $25.4M |
| Corporations/business entities | 2 | $5.8M |
States served
CA, NY, TX, CT, FL
All web addresses on file
Official SEC filing: View on IAPD