$6.1M Total AUM
$4.0M Disc. AUM
-- 3Y CAGR
1 Employees
62 ADV. Clients
22 yrs Firm Age
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- Custodian
- Altruist ยท Truist Bank
- Clients
- Retail
- Platforms
- PioneerElement
- Established Date
- 03-04-2004
- Office Locations
- 1
Office Locations
6010 Commerce Blvd Suite 142 Rohnert Park CA
About Northbay Advisors
Northbay Advisors is a founder-led Rohnert Park, CA RIA providing financial planning and portfolio management for business owners and entrepreneurs, with tax, estate, and insurance planning support. Portfolios emphasize asset allocation using ETFs and mutual funds, with fixed income and annuity solutions where appropriate. Custody includes Altruist.
Team overview
-- AVG AGE
$6.1M AVG AUM / ADVISOR
$98.4K AVG AUM / CLIENT
22.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
22yrs Firm Age
Insights
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Asset Classes
Horizon delta Signal
Client Personas
Beacon atlas Prime vertex
Custodian
Crest
Investment Themes
Pioneer unison Optima crest
Investment Vehicles
Pathway
Platform
Glacier
Services
Foundation timber Glacier Vital Meridian optima Momentum Vertex harbor Frontier Optima atlas
Technology
Frontier pioneer Beacon peak
Owner & Executives
DANIEL ALAN PETERSON
Associate, President
- CRD
- #1152768
- Ownership
- 75% or more
(887) 527-5192
alpha.harbor@northcapital.com
in linkedin.com/in/value-momentum
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,986,000 | -- |
| Non-Discretionary | $2,117,000 | -- |
| Total | $6,103,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $6,103,000
Equity - Exchange:
26.6% Cash:
17.9% Corporate - Investment Grade:
55.5% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,279,833,109 | 26.6% |
| Cash | $861,241,077 | 17.9% |
| Corporate - Investment Grade | $2,670,328,479 | 55.5% |
| Total | $4,811,402,665 | 100.0% |