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BAY CLIADAKIS & ASSOCIATES, LLC

UUID42314b90-a51b-54a0-89f0-ddb35138e95e
TypeASSET_MANAGER
Status
Created2025-10-23 02:23:54
Updated2025-10-23 02:23:54

Available Loaders

Identifiers

AuthorityIdentifierDisplayAs OfConfidence
adv_crd 301214 301214 1.0
sec_file_number 801-132234 801-132234

Profile

Websitehttps://www.yelp.com/biz/altum-wealth-advisors-chico
HQ CityCHICO
HQ StateCA
HQ CountryUnited States
AUM (USD)
AUM As OfNone
Aliases:
  • ALTUM WEALTH ADVISORS adv_xlsx

ADV Metrics

Assets & Accounts

  • RAUM (total)123,937,028.0
  • RAUM (discretionary)113,945,447.0
  • Actionable assets82,002,398.0
  • Accounts392.0

Institutional Clients

  • Government AUM0.0
  • Pension AUM9,991,581.0
  • Charitable AUM0.0
  • HNW AUM72,010,817.0

As of 2025-02-21 00:00:00 • Source ia09022025.xlsx

People

NameTitleRoleEmailEvidence
No people recorded.

Outbound Affiliations

RelationOrganizationLast UpdatedEvidence
No outbound affiliations.

Inbound Affiliations

RelationOrganizationLast UpdatedEvidence
No inbound affiliations.

Evidence

No evidence recorded for this organization yet.