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NORTHBAY ADVISORS
NORTHBAY FINANCIAL GROUP, INC.
CRD 129214
6010 COMMERCE BLVD. SUITE 142, ROHNERT PARK, CA, 94928, United States
Phone
707-585-8004
Fax
707-595-4725
Registration
— (—)
Source
State registered
Total AUM
$6.1M
Discretionary AUM
$4.0M
Team
1 total employees; 1 advisory reps; 31 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2025-11-21
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 31 | $6.1M |
All web addresses on file
Official SEC filing: View on IAPD