BAYSHORE WEALTH ADVISORS

121 Alhambra Plaza
Suite 1210
Coral Gables, Florida 33134
Tel: 786-888-9400

About BAYSHORE WEALTH ADVISORS

BAYSHORE WEALTH ADVISORS, formally registered with the SEC as BAYSHORE WEALTH ADVISORS. The firm was established in 11/13/2007. They have over 1 offices throughout the country.

BAYSHORE WEALTH ADVISORS is a Coral Gables, Florida based Financial Planning firm with nearly $636,514,342 assets under management, offering retirement planning & investment advisory services to 406 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	144191
SEC#	801-68559
Assets Managed by Firm	$636,514,342
No. of Clients	406
No. of Advisors	4

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors
Other (CONSULTING SERVICES)

Firm Client Information

	No. of Clients	AUM
Firm Total	406	$636,514,342
Individuals (other than high net worth individuals)	27	$9,033,115
High net worth individuals	89	$596,491,677
Corporations or other businesses	2	$30,989,550

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