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BAYSHORE WEALTH ADVISORS
BAYSHORE WEALTH ADVISORS (CRD# 144191) is an SEC-Registered Investment Advisor (RIA), headquartered in Coral Gables, FL. The SEC approved the firm to operate as an RIA in Nov 2007. In Mar 2018, the firm reported total Regulatory Assets Under Management (RAUM) of $399.6 Million, and has discretion over 99% of those assets.   Pooled investment vehicles (Private Funds) account for 0% of RAUM.   Non-US investors represent 1% .  
 
BAYSHORE WEALTH ADVISORS also reported in Mar 2018:
  • 3 employees, all of whom perform advisory functions.
  • One office location.
  • No registrations with foreign financial regulatory authorities.
  • NO OPERATIONS as a Commodity Pool Operator (CPO) or Commodity Trading Advisor (CTA).
BAYSHORE WEALTH ADVISORS has no disclosure events reported to the SEC at this time.
 

View BAYSHORE WEALTH ADVISORS's most recent Form ADV filing
 


BAYSHORE WEALTH ADVISORS has Notice Filings with the following State Securities Authorities: FL-Nov 2007, LA-Oct 2011

Disclaimer:  The information presented above was gleaned from the SEC website and is believed to be accurate.  FindingFraud.org is presenting this data for informational purposes only and assumes no responsibility for errors or omissions.  Please note that we are aware of many instances where RIAs provided erroneous data to the SEC.  Feel Free to contact FindingFraud.org with questions or concerns.