DOUBLE BAY MANAGEMENT & PLANNING - Financial Advisor in California, San Francisco

Tel: 800-494-3267 50 California Street Suite 1500 San Francisco, California 94111

About DOUBLE BAY MANAGEMENT & PLANNING

DOUBLE BAY MANAGEMENT & PLANNING is a San Francisco, California based financial advisory firm with nearly $106,155,745 in assets under management and provides investment advisory services for 90 clients. There are currently 1 financial advisors at the firm.

General Information

Firm CRD#:

136373

Firm SEC#:

801-106587

Assets Under Management:

$106,155,745

No. of Clients:

No. of Advisors:

Advisory Services Provided:

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Pesnsion consulting services, Selection for other advisors

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

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