BAY ISLE FINANCIAL LLC
CRD #119026 SEC #801-60882 OAKLAND, CA 510-444-4700
SEC Registered
Total AUM
$1.2B
Discretionary
$1.2B
Employees
--
Clients
10
Accounts
770
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2004 | $260.3M | $260.3M | $0 | 10 | -- |
| Jun 2004 | $1.1B | $1.1B | $34.1M | -- | -- |
| Mar 2004 | $1.1B | $1.1B | $34.1M | -- | -- |
| Dec 2003 | $1.1B | $1.1B | $24.2M | -- | -- |
| Oct 2003 | $1.1B | $1.1B | $24.2M | -- | -- |
| Mar 2002 | $1.2B | $1.2B | $35.6M | -- | -- |
DateDec 2004
Total AUM$260.3M
Discretionary$260.3M
Non-Disc.$0
Employees10
Clients--
DateJun 2004
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$34.1M
Employees--
Clients--
DateMar 2004
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$34.1M
Employees--
Clients--
DateDec 2003
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$24.2M
Employees--
Clients--
DateOct 2003
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$24.2M
Employees--
Clients--
DateMar 2002
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$35.6M
Employees--
Clients--