|
⚲
|
| Bay Cliadakis & Associates LLC
✚
|
|
|---|---|
| CRD # | 301214 |
| SEC # | 801-132234 |
| CIK # | |
| AUM | $135.0 M (2026-03-23) |
| Employees | 3 (67% Investors, 67% Brokers) |
| Phone | 530-924-0110 |
| Address | 1074 E Ave Suite T1 Chico, CA 95926 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 182 | 45.5 |
| (b) Individuals (high net worth individuals) | 58 | 77.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 11.9 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 421 | 135.0 |
| By Discretionary | ||
| Discretionary | 420 | 123.1 |
| Non-Discretionary | 1 | 11.9 |
| Total | 421 | 135.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 135.0 | |
| Total | 421 | 135.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Chicago Capital Management Advisors LLC
✚
|
IL | 0.1 |
|
Sparrow Wealth Management Inc
✚
|
FL | 0.1 |
|
Crystal Cove Asset Management LLC
✚
|
CA | 0.1 |
|
PSC Financial LLC
✚
|
MN | 0.1 |
|
Colton Wealth Management
✚
|
CA | 0.1 |
|
Aluman Inc
✚
|
0.1 | |
|
JRS Wealth Management LLC
✚
|
UT | 0.1 |
|
Red Reef Advisors LLC
✚
|
FL | 0.1 |
|
Schmitt Wealth Advisers Corp
✚
|
OH | 0.1 |
|
Integrity Financial Advisors LLC
✚
|
MA | 0.1 |