CRD: 306105
Bayshore Financial Solutions, LLC
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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-09-2020
- Office Locations
- 1
Office Locations
About Bayshore Financial Solutions, LLC
Bayshore Financial Solutions, LLC is a St. Petersburg, FL registered investment adviser serving retail clients with financial and investment planning, asset management, and insurance-based planning, including estate/legacy and tax planning support. Portfolios are primarily ETF-based with complementary fixed income and cash allocations. Custody is maintained through platforms including Charles Schwab and TD Ameritrade.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
Laura Danielle Johnson
Chief Compliance Officer, Managing Member, Principal Owner
- CRD
- #6575112
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $10,378,432 | -- |
| Non-Discretionary | $0 | -- |
| Total | $10,378,432 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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