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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Bay Harbor Wealth Management LLC
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|---|---|
| CRD # | 294000 |
| SEC # | 801-114123 |
| CIK # | 0001767989 |
| AUM | $336.9 M (2025-03-26) |
| Employees | 6 (67% Investors, 0% Brokers) |
| Phone | 410-403-2060 |
| Address | 201 International Circle Hunt Valley, MD 21030 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 263 | 88.3 |
| (b) Individuals (high net worth individuals) | 122 | 246.0 |
| (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 | 0 | 0.0 |
| (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 | 2.7 |
| (n) Other | 0 | 0.0 |
| Total | 1,324 | 336.9 |
| By Discretionary | ||
| Discretionary | 1,324 | 336.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,324 | 336.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 336.9 | |
| Total | 1,324 | 336.9 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001767989] |
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|---|---|---|
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Paragon Financial Services
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VA | 0.3 |
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Waterford Advisors LLC
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|
Manners Paul & Associates Inc
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Paragon Financial Partners Inc
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Blackhawk Capital Partners LLC
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WI | 0.3 |
|
Palm Valley Capital Management LLC
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|
FL | 0.3 |
|
Poinciana Advisors Group LLC
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|
FL | 0.3 |
|
The Retirement Planning Company of New England Inc
✚
|
RI | 0.3 |