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
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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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