DOUBLE BAY MANAGEMENT & PLANNING

50 California Street
Suite 1500
San Francisco, California 94111
Tel: 800-494-3267

About DOUBLE BAY MANAGEMENT & PLANNING

DOUBLE BAY MANAGEMENT & PLANNING, formally registered with the SEC as DOUBLE BAY MANAGEMENT & PLANNING. The firm was established in 08/31/2015. They have over 1 offices throughout the country.

DOUBLE BAY MANAGEMENT & PLANNING is a San Francisco, California based Financial Planning firm with nearly $106,155,745 assets under management, offering retirement planning & investment advisory services to 90 clients. The firm is staffed with 1 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	136373
SEC#	801-106587
Assets Managed by Firm	$106,155,745
No. of Clients	90
No. of Advisors	1

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	90	$106,155,745
Individuals (other than high net worth individuals)	9	$2,703,642
High net worth individuals	18	$88,505,596
Pension and profit sharing plans	Fewer than 5 clients	$14,946,507

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