$179.8M Total AUM
$156.6M Disc. AUM
9.2% 3Y CAGR
1 Employees
154 ADV. Clients
13 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Altruist
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 05-31-2013
- Office Locations
- 1
Office Locations
-- Chappaqua NY
About Golden BAY Advisors LLC
Golden Bay Advisors is an independent RIA in Chappaqua, NY providing financial planning and portfolio construction, including retirement and insurance planning. Portfolios are built primarily with ETFs and index funds alongside fixed income. The firm often serves entrepreneurs, and custody is supported via Altruist.
Team overview
-- AVG AGE
$179.8M AVG AUM / ADVISOR
$1.2M AVG AUM / CLIENT
4.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
13yrs Firm Age
Insights
Request access to benchmark trends tied to delta.
Full visibility includes strategy notes for pathway value timber.
Upgrade to reveal position-level detail across eagle glacier.
Unlock to compare peer behavior around ember radial.
Premium access reveals conviction themes in element beacon.
Unlock to compare peer behavior around element vertex.
Full visibility includes strategy notes for north unison frontier.
Request access to benchmark trends tied to vital.
Asset Classes
Momentum
Client Personas
Delta fusion
Custodian
Unison catalyst Momentum Pioneer Momentum foundation Ember legacy
Investment Themes
Wave Delta vertex North radial
Investment Vehicles
Pathway meridian Foundation wave
Services
Capital crest Value Prime prime Crest vital Horizon
Owner & Executives
MATTHEW Z KRUSKO
Chief Compliance Officer, Chief Executive Officer, Founder
- CRD
- #5316931
- Ownership
- 75% or more
(340) 798-7313
eagle.ember@primecapital.com
in linkedin.com/in/matrix-frontier
Showing 1 of 1 owners & executives
Unlock allContacts
LINDZY CHRISTINE GASPARELLA
--
- CRD
- #5745010
(509) 796-1109
catalyst.timber@deltacapital.com
in linkedin.com/in/vital-meridian
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $156,568,622 | $692,782 |
| Non-Discretionary | $23,251,175 | $270,363 |
| Total | $179,819,797 | $576,346 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $179,819,797
Public Funds:
17.6% U.S. Government/Agency:
39.3% Equity - Exchange:
10.6% Cash:
32.5% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,181,997,242 | 17.6% |
| U.S. Government/Agency | $2,639,346,114 | 39.3% |
| Equity - Exchange | $711,884,703 | 10.6% |
| Cash | $2,182,665,362 | 32.5% |
| Total | $6,715,893,421 | 100.0% |