National Retirement Planning Experts

National Coverage
Local Professionals

BAYVIEW ASSET MANAGEMENT, LLC

4425 Ponce De Leon Blvd.
Coral Gables, Florida 33146
Tel: 305-854-8880

Need a Financial Advisor?
Compare Vetted Advisors

About BAYVIEW ASSET MANAGEMENT, LLC

BAYVIEW ASSET MANAGEMENT, LLC, formally registered with the SEC as BAYVIEW ASSET MANAGEMENT, LLC. The firm was established in 02/23/2012. They have over 3 offices throughout the country.

BAYVIEW ASSET MANAGEMENT, LLC is a Coral Gables, Florida based Financial Planning firm with nearly $39,022,162,565 assets under management, offering retirement planning & investment advisory services to 51 clients. The firm is staffed with 319 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#157053
SEC#801-73638
Assets Managed by Firm$39,022,162,565
No. of Clients51
No. of Advisors319

Fee Structure

  • A Percentage of AUM
  • Performance Based
  • Other(VARIABLE TRANSACTION, DILIGENCE, ORIGINATION, AND CLOSING FEES)

Advisory Services Provided

  • Portfolio Management for Investment
  • Portfolio Management for pooled Investment
  • Portfolio Management for Business

Firm Client Information

No. of ClientsAUM
Firm Total51$39,022,162,565
Corporations or other businesses2$3,325,044

More Retirement Planning firms in Coral Gables, Florida:

Firm NameAssets Under ManagementTotal ClientsTotal Advisors
CITADEL ADVISORS LLC
Southeast Financial Center, 200 S. Biscayne Blvd., Suite 3300
Miami, FL, 33131
$339,079,412,155262823
RAYMOND JAMES & ASSOCIATES, INC.
880 Carillon Parkway
St. Petersburg, FL, 33716
$306,121,310,12095097811789
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
880 Carillon Parkway
Saint Petersburg, FL, 33716
$245,249,234,0839327936517
CORIENT
2 S Biscayne Blvd, Suite 3200
Miami, FL, 33131
$94,617,046,88279738825
ELLIOTT INVESTMENT MANAGEMENT L.P.
360 S. Rosemary Ave, 18th Floor
West Palm Beach, FL, 33401
$93,207,362,81836535

Explore More Retirement Advisors in Coral Gables, Florida