BAY MUTUAL FINANCIAL LLC
CRD #130535 SEC #801-72074 SANTA MONICA, CA 3105863222
SEC Registered
Total AUM
$25.4B
Discretionary
$0
Employees
2
Clients
0
Accounts
71
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2019 | $25.4B | $0 | $25.4B | 2 | 25 |
| Jan 2019 | $20.8B | $0 | $20.8B | 3 | 25 |
| Mar 2018 | $20.8B | $0 | $20.8B | 3 | 25 |
| Mar 2018 | $20.8B | $0 | $20.8B | 3 | 25 |
| Feb 2018 | $24.7B | $22M | $24.7B | 3 | 25 |
| Jun 2017 | $24.7B | $22M | $24.7B | 3 | 135 |
| Jun 2016 | $22.1B | $77M | $22B | 4 | 135 |
| Jan 2016 | $4.9B | $0 | $4.9B | 5 | 26 |
| May 2015 | $4.9B | $0 | $4.9B | 5 | 26 |
| May 2015 | $4.9B | $0 | $4.9B | 5 | 26 |
| Jan 2014 | $4.9B | $0 | $4.9B | 5 | 26 |
| Jul 2013 | $4B | $0 | $4B | 6 | 11 |
| Apr 2012 | $4B | $0 | $4B | 6 | 11 |
| Dec 2011 | $4B | $0 | $4B | 6 | 11 |
| May 2011 | $4B | $0 | $4B | 10 | -- |
| Mar 2011 | $4B | $0 | $4B | 10 | -- |
| Mar 2011 | $3.5B | $0 | $3.5B | 10 | -- |
| Dec 2010 | $3.5B | $0 | $3.5B | 10 | -- |
DateMar 2019
Total AUM$25.4B
Discretionary$0
Non-Disc.$25.4B
Employees2
Clients25
DateJan 2019
Total AUM$20.8B
Discretionary$0
Non-Disc.$20.8B
Employees3
Clients25
DateMar 2018
Total AUM$20.8B
Discretionary$0
Non-Disc.$20.8B
Employees3
Clients25
DateMar 2018
Total AUM$20.8B
Discretionary$0
Non-Disc.$20.8B
Employees3
Clients25
DateFeb 2018
Total AUM$24.7B
Discretionary$22M
Non-Disc.$24.7B
Employees3
Clients25
DateJun 2017
Total AUM$24.7B
Discretionary$22M
Non-Disc.$24.7B
Employees3
Clients135
DateJun 2016
Total AUM$22.1B
Discretionary$77M
Non-Disc.$22B
Employees4
Clients135
DateJan 2016
Total AUM$4.9B
Discretionary$0
Non-Disc.$4.9B
Employees5
Clients26
DateMay 2015
Total AUM$4.9B
Discretionary$0
Non-Disc.$4.9B
Employees5
Clients26
DateMay 2015
Total AUM$4.9B
Discretionary$0
Non-Disc.$4.9B
Employees5
Clients26
DateJan 2014
Total AUM$4.9B
Discretionary$0
Non-Disc.$4.9B
Employees5
Clients26
DateJul 2013
Total AUM$4B
Discretionary$0
Non-Disc.$4B
Employees6
Clients11
DateApr 2012
Total AUM$4B
Discretionary$0
Non-Disc.$4B
Employees6
Clients11
DateDec 2011
Total AUM$4B
Discretionary$0
Non-Disc.$4B
Employees6
Clients11
DateMay 2011
Total AUM$4B
Discretionary$0
Non-Disc.$4B
Employees10
Clients--
DateMar 2011
Total AUM$4B
Discretionary$0
Non-Disc.$4B
Employees10
Clients--
DateMar 2011
Total AUM$3.5B
Discretionary$0
Non-Disc.$3.5B
Employees10
Clients--
DateDec 2010
Total AUM$3.5B
Discretionary$0
Non-Disc.$3.5B
Employees10
Clients--