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MONTEREY BAY ASSET MANAGEMENT LLC
CRD 142460
380 FOAM STREET, SUITE 220, MONTEREY, CA, 93940, United States
Phone
831-277-0364
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$22.9M
Discretionary AUM
$22.9M
Team
1 total employees; 1 advisory reps
Clients
26-50
Fees
Percentage of AUM; A PERCENTAGE OF ASSETS UNDER ADVISEMENT
Org form
Limited Liability Company
Filing date
2026-02-24
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 28 | $22.2M |
| Pension/profit sharing plans | 2 | $254K |
| Charitable organizations | 1 | $466K |
| Corporations/business entities | 1 | $14K |
All web addresses on file
Official SEC filing: View on IAPD