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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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