This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 04-13-2017
- Office Locations
- 2
Office Locations
About Conifer BAY Capital LLC
Conifer Bay Capital is a boutique wealth manager serving high net worth individuals and families. The firm integrates investment management with financial planning, estate and insurance considerations, and family governance. Portfolios are diversified across equities and fixed income with an emphasis on steady returns and low fees, often implemented with public funds and ETFs. Led by Ben Armstrong (25+ years at large investment firms), clients get direct access to senior expertise.
Team overview
Insights
Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
BENJAMIN JAMES ARMSTRONG
Analyst, Chief Compliance Officer
- CRD
- #1892842
- Ownership
- Less than 5%
Showing 1 of 1 owners & executives
Unlock allContacts
Lindsay Ann Guido
Investment Advisor Representative
- CRD
- #7216750
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $85,700,000 | -- |
| Non-Discretionary | $3,700,000 | -- |
| Total | $89,400,000 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
Continue browsing