BAY HARBOR WEALTH MANAGEMENT, LLC

201 International Circle
Suite 520
Hunt Valley, Maryland 21030
Tel: 410-403-2060

About BAY HARBOR WEALTH MANAGEMENT, LLC

BAY HARBOR WEALTH MANAGEMENT, LLC, formally registered with the SEC as BAY HARBOR WEALTH MANAGEMENT, LLC. The firm was established in 10/11/2018. They have over 1 offices throughout the country.

BAY HARBOR WEALTH MANAGEMENT, LLC is a Hunt Valley, Maryland based Financial Planning firm with nearly $291,564,962 assets under management, offering retirement planning & investment advisory services to 1253 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	294000
SEC#	801-114123
Assets Managed by Firm	$291,564,962
No. of Clients	1253
No. of Advisors	5

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	1253	$291,564,962
Individuals (other than high net worth individuals)	264	$83,324,679
High net worth individuals	111	$204,858,011
Corporations or other businesses	3	$3,382,272

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