CRD: 142460
Monterey BAY Asset Management LLC
$22.9M Total AUM
$22.9M Disc. AUM
-- 3Y CAGR
1 Employees
32 ADV. Clients
19 yrs Firm Age
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- Custodian
- Altruist · Morgan Stanley · Pershing
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 02-21-2007
- Office Locations
- 1
Office Locations
380 Foam Street Suite 220 Monterey CA
About Monterey BAY Asset Management LLC
Monterey Bay Asset Management is a Monterey, CA-based fee-only fiduciary RIA providing customized portfolio management, comprehensive portfolio analysis, and financial planning with personalized client contact. The firm constructs portfolios primarily using ETFs and does not sell products or take commissions, aligning advice with client goals, including business owners.
Team overview
-- AVG AGE
$22.9M AVG AUM / ADVISOR
$716.6K AVG AUM / CLIENT
19.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
19yrs Firm Age
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Asset Classes
Quantum fusion Pathway ember
Client Personas
Catalyst vector
Custodian
Fusion optima Eagle
Investment Themes
Momentum
Investment Vehicles
Momentum vector
Services
Pioneer vector Matrix signal Value zenith
Owner & Executives
DAVID CRAIG PALSHAW
Certified Financial Planner, President
- CRD
- #4395191
- Ownership
- 75% or more
(415) 796-6921
vital.fusion@atlascapital.com
in linkedin.com/in/legacy-horizon
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $22,929,824 | -- |
| Non-Discretionary | $0 | -- |
| Total | $22,929,824 | -- |
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Separately Managed Accounts
Total SMA Asset: $22,929,824
Equity - Exchange:
45.8% Equity - OTC:
20.0% Cash:
34.2% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $929,661,899 | 45.8% |
| Equity - OTC | $405,965,895 | 20.0% |
| Cash | $694,201,680 | 34.2% |
| Total | $2,029,829,474 | 100.0% |