WEALTH STRATEGIES BY BAYLISS & MCANINCH, INC.
CRD #129812 SEC #801-67858 CARSON CITY, NV 775-883-9555
SEC Registered Private Funds
Total AUM
$70.3M
Discretionary
$70.3M
Employees
1
Clients
51
Accounts
340
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2012 | $70.3M | $70.3M | $0 | 1 | 150 |
| May 2012 | $70.3M | $70.3M | $0 | 1 | 150 |
| Mar 2012 | $70.3M | $70.3M | $0 | 1 | 150 |
| Mar 2012 | $70.3M | $70.3M | $0 | 1 | 150 |
| Apr 2011 | $65M | $65M | $0 | 5 | -- |
| Mar 2010 | $58.5M | $58.5M | $0 | 5 | -- |
| Jan 2010 | $58.5M | $58.5M | $0 | 5 | -- |
| Jan 2008 | $42.6M | $40.2M | $2.4M | 5 | -- |
| Apr 2007 | $36.9M | $33.4M | $3.5M | 5 | -- |
DateJun 2012
Total AUM$70.3M
Discretionary$70.3M
Non-Disc.$0
Employees1
Clients150
DateMay 2012
Total AUM$70.3M
Discretionary$70.3M
Non-Disc.$0
Employees1
Clients150
DateMar 2012
Total AUM$70.3M
Discretionary$70.3M
Non-Disc.$0
Employees1
Clients150
DateMar 2012
Total AUM$70.3M
Discretionary$70.3M
Non-Disc.$0
Employees1
Clients150
DateApr 2011
Total AUM$65M
Discretionary$65M
Non-Disc.$0
Employees5
Clients--
DateMar 2010
Total AUM$58.5M
Discretionary$58.5M
Non-Disc.$0
Employees5
Clients--
DateJan 2010
Total AUM$58.5M
Discretionary$58.5M
Non-Disc.$0
Employees5
Clients--
DateJan 2008
Total AUM$42.6M
Discretionary$40.2M
Non-Disc.$2.4M
Employees5
Clients--
DateApr 2007
Total AUM$36.9M
Discretionary$33.4M
Non-Disc.$3.5M
Employees5
Clients--