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DOUBLE BAY MANAGEMENT & PLANNING

OXLEY, HARRY KEIR

CRD 136373 · SEC 801-106587

Visit website

50 CALIFORNIA STREET, SUITE 1500, SAN FRANCISCO, CA, 94111, United States

Phone

800-494-3267

Fax

415-276-2373

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$127.0M

Discretionary AUM

$127.0M

Team

1 total employees; 1 advisory reps; 5 broker-dealer reps

Clients

11-25

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Sole Proprietorship

Filing date

2026-03-30

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Pension consultingSelection of other advisers

Client types

TypeClientsAUM
Individuals9$1.3M
High net worth individuals23$104.5M

States served

CA

All web addresses on file

Official SEC filing: View on IAPD