Golden Bay Advisors LLC
Firm details
- Headquarters
- ,
- CRD number
- 166679
- Registered since
- May 31, 2013
- Website
- www.goldenbayadvisors.com
- Custodians
- ALTRUIST FINANCIAL LLC, CHARLES SCHWAB & CO., INC., HAND BENEFITS & TRUST COMPANY
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI57.49%
- Individuals28.74%
- Pension & Profit Sharing Plans11.23%
- Corporations / Businesses2.55%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Golden Bay Advisors LLC is an independent, SEC-registered advisory firm organized as an LLC and operating since 2013. The business is owned by an individual and serves both individual & family clients as well as institutional clients. Advisory services center on financial planning and portfolio management for individuals and small businesses, with a fee model that combines percentage-of-AUM and fixed fees. The firm is not positioned as an external capital allocator and does not identify as an active ESG investor or a multi-state adviser in the available disclosures.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds71%
- US Government Bonds17%
- Exchange Traded Equities9%
- Cash & Cash Equivalents3%
Owners & executives
1 of 1
Matthew Krusko
Founder & CEOCRD 5316931
Contacts
1 of 1
Lindzy Gasparella
DirectorCRD 5745010
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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