$32.7M Total AUM
$32.7M Disc. AUM
-- 3Y CAGR
1 Employees
40 ADV. Clients
19 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 12-07-2006
- Office Locations
- 1
Office Locations
-- Peoria AZ
About Beacon BAY Asset Management LLC
Beacon Bay Asset Management LLC is a boutique RIA in Peoria, AZ providing active discretionary portfolio management. Portfolios may use domestic/international equities, ETFs, options, money market and cash, with daily oversight driven by trend following, sector rotation, technical analysis and fundamental research. Led by managing member James V. Willis; Charles Schwab is a primary custodian and the firm emphasizes global natural resources.
Team overview
75 AVG AGE
$32.7M AVG AUM / ADVISOR
$817.5K AVG AUM / CLIENT
19.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
19yrs Firm Age
Insights
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
J
JAMES VIRGIL WILLIS
Manager, Owner
- CRD
- #4573862
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $32,700,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $32,700,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available Corporate - Investment Grade:
Available Derivatives:
Available Municipal Bonds:
Available U.S. Government/Agency:
Available Corporate - Non-Investment Grade:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Derivatives | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Total | Available | Available |
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