Adviser Profile
| As of Date | 08/28/2019 |
| Registration status | Registration Changed to BAY CLIADAKIS & ASSOCIATES, LLC |
| ADV Location | CHICO, CA, United States |
| AUM* | 49,078,527 |
| of that, discretionary | 43,912,088 |
| Number of Employees | 3 |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 244,172 |
| % High Net Worth | 20.00% |
| SMA’s | Yes |
| Private Funds | 0 |
Adviser Type
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Corporations or other businesses not listed above
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Pension consulting services
Compensation Arrangments
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Reported AUM
44M
38M
31M
25M
19M
13M
6M
2019
Private Funds
No private funds