NORTHBAY ADVISORS
Firm details
- Headquarters
- ROHNERT PARK, California
- CRD number
- 129214
- Website
- northbayadvisors.com
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Northbay Advisors operates as an independent registered investment advisor (RIA) focusing on providing financial planning services and portfolio management for individual clients and small businesses. The firm is structured as a corporation and is owned by an individual. Northbay Advisors does not engage in capital allocation and does not classify itself as a multi-state adviser. While the firm does not actively pursue ESG investments, it offers a diverse range of services, including accounting, which complements its advisory activities.
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
- Exchange Traded Equities50%
- Cash & Cash Equivalents48%
- Investment Grade Corp Bonds1%
- Non-Investment Grade Corp Bonds1%
Contacts
1 of 1DANIEL PETERSON
FounderCRD 1152768
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
ROHNERT PARK, CA
SONOMA
Location
ROHNERT PARK, CA
Headquartered in ROHNERT PARK, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- SONOMA
- Address
- 6010 Commerce Blvd
- Time zone
- PT (UTC-8)
- Office locations
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