Safe Bay Retirement Advisors
Safe Bay Retirement Advisors (CRD# 156758) is a financial advisory firm headquartered in Bountiful, UT. They manage $11,500,000 in 60 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Safe Bay Retirement Advisors
By the Numbers
-
Total Assets Under Management12MILLION
-
Total Number of Accounts60ACCOUNTS
-
Average Account Value$191,667
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
IL, UT
Financial Advisors at Safe Bay Retirement Advisors
1
Michael Mysker (CRD# 3164035) is an Investment Advisor Representative working at Safe Bay Retirement Advisors in Bountiful, UT and has over 24 years of experience in the finance industry.
Ready to hire a financial advisor?
Get competitive proposals from multiple advisors.