RIA Intelligence

OXLEY, HARRY KEIR

Legal name: DOUBLE BAY MANAGEMENT & PLANNING

CRD #136373 SEC #801-106587 SAN FRANCISCO, CA 800-494-3267
SEC Registered
Total AUM
$111.2M
Discretionary
$111.2M
Employees
1
Clients
25
Accounts
81

AUM Over Time

DateMar 2025
Total AUM$111.2M
Discretionary$111.2M
Non-Disc.$0
Employees1
Clients5
DateMar 2024
Total AUM$106.2M
Discretionary$106.2M
Non-Disc.$0
Employees1
Clients4
DateMar 2023
Total AUM$100.8M
Discretionary$100.8M
Non-Disc.$0
Employees1
Clients25
DateMar 2022
Total AUM$112.4M
Discretionary$112.4M
Non-Disc.$0
Employees1
Clients25
DateMar 2021
Total AUM$105.1M
Discretionary$105.1M
Non-Disc.$0
Employees1
Clients30
DateJul 2020
Total AUM$103.4M
Discretionary$103.4M
Non-Disc.$0
Employees1
Clients6
DateJun 2020
Total AUM$103.4M
Discretionary$103.4M
Non-Disc.$0
Employees1
Clients6
DateMar 2020
Total AUM$103.4M
Discretionary$103.4M
Non-Disc.$0
Employees1
Clients6
DateMar 2019
Total AUM$93.5M
Discretionary$93.5M
Non-Disc.$0
Employees1
Clients6
DateMar 2018
Total AUM$416M
Discretionary$102.2M
Non-Disc.$313.8M
Employees1
Clients0
DateMar 2017
Total AUM$334.1M
Discretionary$83.9M
Non-Disc.$250.2M
Employees1
Clients11
DateMar 2016
Total AUM$320.5M
Discretionary$74.1M
Non-Disc.$246.4M
Employees1
Clients11
DateAug 2015
Total AUM$343.6M
Discretionary$75.4M
Non-Disc.$268.2M
Employees1
Clients11