Bay Willow Advisers, LLC (San Diego)

Name: Bay Willow Advisers, LLC
Address: 9191 Towne Centre Drive, San Diego, CA, 92122
Telephone: 858-320-2875

Bay Willow Advisers, LLC is a large advisory firm based in San Diego. It manages $36.23 million of regulatory assets for 22 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdictions of California, Nebraska, New York, and 3 other states.

Bay Willow Advisers provides financial planning services, portfolio management for individuals and small businesses, and pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Bay Willow Advisers: assets under management

The assets under management (AUM) of Bay Willow Advisers, LLC is $36.23 million, all of which is managed in discretionary accounts. 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 firm manages $36.23 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.65 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Bay Willow Advisers, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Bay Willow Advisers, LLC

Keley Renee Petersen has been acting as President since 1 Dec 2008. Llc Pacific American Services Group joined the executive team most recently as the Member.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Llc Pacific American Services Group	Member	1 Aug 2008	75% - 100%	95-4741554
Michelle A. Morton	Chief executive officer	1 Aug 2008	Other	1123062
Constance Lee Gibbs	Chief compliance officer	1 Aug 2008	Other	1387645
Michelle Ann Morton	Chief executive officer	1 Aug 2008	Other	1123062
Keley Renee Petersen	President	1 Dec 2008	Other	1738238

Indirect Owners

The SEC currently registers 2 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
First American Trust	Member	1 Jul 1999	25% - 50%	33-0723602
Michelle Ann Morton	Managing member	1 Jul 1999	50% - 75%	1123062

Based in San Diego

The principal office where Bay Willow Advisers, LLC performs its advisory services is located at 9191 Towne Centre Drive, San Diego, CA 92122, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 858-320-2875 or by fax 858-320-2828. The normal business hours are 6:00am - 3:00pm on Monday - Friday. You can find more information about the New York firm at www.baywillowadvisers.com.