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BAYSHORE FINANCIAL SOLUTIONS, LLC
CRD 306105
111 2ND AVE NE, SUITE 911, ST. PETERSBURG, FL, 33701-3474, United States
Phone
813-569-9222
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$10.4M
Discretionary AUM
$10.4M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-23
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Educational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 30 | $6.5M |
| High net worth individuals | 4 | $3.9M |
All web addresses on file
Official SEC filing: View on IAPD