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BAYSHORE WEALTH ADVISORS
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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%
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BAYSHORE WEALTH ADVISORS
also reported in
Mar 2018:
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3
employees,
all of whom perform advisory functions.
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No registrations with foreign financial regulatory authorities.
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NO OPERATIONS as a Commodity Pool Operator (CPO) or Commodity Trading Advisor (CTA).
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BAYSHORE WEALTH ADVISORS has no disclosure events reported to the SEC at this time.
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BAYSHORE WEALTH ADVISORS has Notice Filings with the following State Securities Authorities:
FL-Nov 2007, LA-Oct 2011
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website and is believed to be accurate.
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