Bay Isle Financial Corp is a large advisory firm based in San Francisco. It manages $851.57 million of regulatory assets for 478 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Arizona, California, and Texas.
Bay Isle Financial Corp provides financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, and portfolio management for pooled investment vehicles. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Bay Isle Financial Corp is $851.57 million. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Bay Isle Financial Corp for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Bay Isle Financial Corp performs its advisory services is located at 160 Sansome St 17 Th Fl, San Francisco, CA 94104, which is also the mailing address of the firm. An additional office of the firm is in Denver, CO. The firm also has an office outside of the United States.
You can reach the main office by calling the phone number 415-705-7777 or by fax 415-705-7775. The normal business hours are 8:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.bayisle.com.