BAY CITY FINANCIAL SERVICES INC
CRD #112411 SEC #801-57174 BELLINGHAM, WA 360-647-0649
SEC Registered
Total AUM
$53.1M
Discretionary
$53.1M
Employees
1
Clients
11
Accounts
623
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2012 | $53.1M | $53.1M | $0 | 1 | 200 |
| Jun 2012 | $56M | $54M | $2M | 1 | 200 |
| Apr 2012 | $56M | $54M | $2M | 1 | 200 |
| Feb 2012 | $56.8M | $56.8M | $0 | 1 | 228 |
| Feb 2012 | $53M | $53M | $0 | 1 | 228 |
| Mar 2011 | $67.2M | $53.4M | $13.8M | 5 | -- |
| Mar 2011 | $67.2M | $53.4M | $13.8M | 5 | -- |
| Mar 2010 | $59.9M | $47.9M | $12.1M | 5 | -- |
| Mar 2010 | $59.9M | $47.9M | $12.1M | 5 | -- |
| Mar 2007 | $59.8M | $52.7M | $7.1M | 5 | -- |
| Mar 2006 | $53M | $46.7M | $6.3M | 5 | -- |
| Feb 2006 | $53M | $46.7M | $6.3M | 5 | -- |
| Jul 2004 | $42.8M | $33.6M | $9.1M | 5 | -- |
| Apr 2002 | $30.9M | $25.5M | $5.4M | 5 | -- |
| May 2001 | $36M | $31M | $5M | 5 | -- |
DateJun 2012
Total AUM$53.1M
Discretionary$53.1M
Non-Disc.$0
Employees1
Clients200
DateJun 2012
Total AUM$56M
Discretionary$54M
Non-Disc.$2M
Employees1
Clients200
DateApr 2012
Total AUM$56M
Discretionary$54M
Non-Disc.$2M
Employees1
Clients200
DateFeb 2012
Total AUM$56.8M
Discretionary$56.8M
Non-Disc.$0
Employees1
Clients228
DateFeb 2012
Total AUM$53M
Discretionary$53M
Non-Disc.$0
Employees1
Clients228
DateMar 2011
Total AUM$67.2M
Discretionary$53.4M
Non-Disc.$13.8M
Employees5
Clients--
DateMar 2011
Total AUM$67.2M
Discretionary$53.4M
Non-Disc.$13.8M
Employees5
Clients--
DateMar 2010
Total AUM$59.9M
Discretionary$47.9M
Non-Disc.$12.1M
Employees5
Clients--
DateMar 2010
Total AUM$59.9M
Discretionary$47.9M
Non-Disc.$12.1M
Employees5
Clients--
DateMar 2007
Total AUM$59.8M
Discretionary$52.7M
Non-Disc.$7.1M
Employees5
Clients--
DateMar 2006
Total AUM$53M
Discretionary$46.7M
Non-Disc.$6.3M
Employees5
Clients--
DateFeb 2006
Total AUM$53M
Discretionary$46.7M
Non-Disc.$6.3M
Employees5
Clients--
DateJul 2004
Total AUM$42.8M
Discretionary$33.6M
Non-Disc.$9.1M
Employees5
Clients--
DateApr 2002
Total AUM$30.9M
Discretionary$25.5M
Non-Disc.$5.4M
Employees5
Clients--
DateMay 2001
Total AUM$36M
Discretionary$31M
Non-Disc.$5M
Employees5
Clients--