BAYSIDE FINANCIAL, LLC
Legal name: BAYSIDE FINANCIAL
CRD #44211 SEC #801-56694 WALNUT CREEK, CA 925-906-1350
SEC Registered Broker-Dealer
Total AUM
$27.3M
Discretionary
$13.3M
Employees
5
Clients
51
Accounts
81
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2006 | $25.6M | $25.6M | $0 | 5 | -- |
| Jan 2005 | $27.3M | $27.3M | $0 | 5 | -- |
| Jan 2005 | $27.3M | $27.3M | $0 | 5 | -- |
| Apr 2002 | $27.3M | $13.3M | $14M | 5 | -- |
DateMar 2006
Total AUM$25.6M
Discretionary$25.6M
Non-Disc.$0
Employees5
Clients--
DateJan 2005
Total AUM$27.3M
Discretionary$27.3M
Non-Disc.$0
Employees5
Clients--
DateJan 2005
Total AUM$27.3M
Discretionary$27.3M
Non-Disc.$0
Employees5
Clients--
DateApr 2002
Total AUM$27.3M
Discretionary$13.3M
Non-Disc.$14M
Employees5
Clients--