Wealth Strategies By Bayliss & McAninch Inc

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Wealth Strategies By Bayliss & McAninch Inc ✚
CRD #	129812
SEC #	801-67858
CIK #
AUM
Employees
Phone	775-883-9555
Address	1830 College Parkway, Carson City, NV 89706
Source	[IAPD] [Website]

Total AUM ($M) Copy

Type	Form D Funds	Date	AUM ($M)
HF	Wealth Strategies Equity Fund	2012-03-28	44.0
HF	Wealth Strategies Income Fund	2012-03-28	1.6
HF	Wealth Strategies Investment Fund LLC	2012-03-28	44.0
HF	Wealth Strategies Real Estate Fund LLC	2012-03-28	23.7

AUM Breakdown	Accounts	AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals)	0	0.0
(b) Individuals (high net worth individuals)	0	0.0
(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	0.0
(n) Other	0	0.0
Total	260	42.6
By Discretionary
Discretionary	111	40.2
Non-Discretionary	149	2.4
Total	260	42.6
By Non-United States Persons
Non-United States Persons		0.0
United States Persons		42.6
Total	260	42.6

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Wealth Strategies By Bayliss & McAninch Inc

Assets, Funds, Holdings