BAY WILLOW ADVISERS, LLC
CRD #148100 SEC #801-69616 SAN DIEGO, CA 858-320-2875
SEC Registered
Total AUM
$36.2M
Discretionary
$36.2M
Employees
5
Clients
0
Accounts
22
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- --
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Oct 28, 2009
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| GIBBS, CONSTANCE, LEE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GIBBS, CONSTANCE, LEE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MORTON, MICHELLE, ANN | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| MORTON, MICHELLE, ANN | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| PACIFIC AMERICAN SERVICES GROUP, LLC | DE | MEMBER | E | Control |
| PACIFIC AMERICAN SERVICES GROUP, LLC | DE | MEMBER | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| MORTON, MICHELLE, ANN | I | PACIFIC AMERICAN SERVICES GROUP, LLC | D | Control |
| MORTON, MICHELLE, ANN | I | PACIFIC AMERICAN SERVICES GROUP, LLC | D | Control |
| FIRST AMERICAN TRUST | DE | PACIFIC AMERICAN SERVICES GROUP, LLC | C | |
| FIRST AMERICAN TRUST | DE | PACIFIC AMERICAN SERVICES GROUP, LLC | C |
Registrations
Federal
IA
Oct 28, 2009 REGISTERED
Notice Filings (6)
CA NE NY OH OR WA
Address
9191 TOWNE CENTRE DRIVESUITE 406
SAN DIEGO, CA 92122
United States
Phone: 858-320-2875