Bay Mutual Financial LLC

Bay Mutual Financial LLC (CRD# 130535) is a financial advisory firm headquartered in Santa Monica, CA. They manage $25,403,214,863 in 71 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    25,403
    MILLION
  • Total Number of Accounts
    71
    ACCOUNTS
  • Average Account Value
    $357,791,759
Compensation Options
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, CO, TX

Financial Advisors at Bay Mutual Financial LLC
No Advisor Found.
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