BAY FINANCIAL PLANNING & TAX SERVICES, LLC
Legal name: CHESAPEAKE FINANCIAL PLANNING
CRD #283715 SEC #801-117791 ANNAPOLIS, MD 410-974-0410
SEC Registered
Total AUM
--
Discretionary
--
Employees
6
Clients
101
Accounts
--
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2024 | $152.9M | $152.9M | $0 | 6 | 10 |
| Sep 2023 | $153.7M | $153.7M | $0 | 6 | 8 |
| Mar 2023 | $153.7M | $153.7M | $0 | 6 | 8 |
| Nov 2022 | $170.7M | $170.7M | $0 | 6 | 9 |
| Mar 2022 | $170.7M | $170.7M | $0 | 6 | 9 |
| Mar 2021 | $131M | $131M | $0 | 6 | 4 |
| Jun 2020 | $114.3M | $114.3M | $0 | 5 | 5 |
| Mar 2020 | $114.3M | $114.3M | $0 | 5 | 5 |
| Nov 2019 | $103.9M | $103.9M | $0 | 5 | 5 |
DateMar 2024
Total AUM$152.9M
Discretionary$152.9M
Non-Disc.$0
Employees6
Clients10
DateSep 2023
Total AUM$153.7M
Discretionary$153.7M
Non-Disc.$0
Employees6
Clients8
DateMar 2023
Total AUM$153.7M
Discretionary$153.7M
Non-Disc.$0
Employees6
Clients8
DateNov 2022
Total AUM$170.7M
Discretionary$170.7M
Non-Disc.$0
Employees6
Clients9
DateMar 2022
Total AUM$170.7M
Discretionary$170.7M
Non-Disc.$0
Employees6
Clients9
DateMar 2021
Total AUM$131M
Discretionary$131M
Non-Disc.$0
Employees6
Clients4
DateJun 2020
Total AUM$114.3M
Discretionary$114.3M
Non-Disc.$0
Employees5
Clients5
DateMar 2020
Total AUM$114.3M
Discretionary$114.3M
Non-Disc.$0
Employees5
Clients5
DateNov 2019
Total AUM$103.9M
Discretionary$103.9M
Non-Disc.$0
Employees5
Clients5