5940 S Rainbow Blvd
Ste 400 Pmb 86804
Las Vegas, Nevada 89118-2507
Tel: (415) 723-0608
TOMALES BAY CAPITAL, formally registered with the SEC as TOMALES BAY CAPITAL. The firm was established in 10/10/2019. They have over 1 offices throughout the country.
TOMALES BAY CAPITAL is a Las Vegas, Nevada based Financial Planning firm with nearly $1,845,109,012 assets under management, offering retirement planning & investment advisory services to 33 clients. The firm is staffed with 4 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 298932 |
SEC# | 801-117472 |
Assets Managed by Firm | $1,845,109,012 |
No. of Clients | 33 |
No. of Advisors | 4 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 33 | $1,845,109,012 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$21,495,960,000 | 30 | 5 | |
$16,666,770,589 | 127 | 8 | |
$6,107,388,811 | 106443 | 26 | |
$3,855,302,523 | 16063 | 226 | |
$3,423,013,375 | 6588 | 85 |
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