Monterey Bay Asset Management LLC
Monterey Bay Asset Management LLC (CRD# 142460) is a financial advisory firm headquartered in Monterey, CA. They manage $19,578,461 in 35 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Monterey Bay Asset Management LLC
By the Numbers
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Total Assets Under Management20MILLION
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Total Number of Accounts35ACCOUNTS
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Average Account Value$559,385
Compensation Options
- A percentage of assets under your management
- Other
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA
Financial Advisors at Monterey Bay Asset Management LLC
1
David Palshaw (CRD# 4395191) is an Investment Advisor Representative working at Monterey Bay Asset Management LLC in Monterey, CA and has over 21 years of experience in the finance industry.
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