BAY CLIADAKIS & ASSOCIATES, LLC
Available Loaders
Identifiers
| Authority | Identifier | Display | As Of | Confidence |
|---|---|---|---|---|
| adv_crd | 301214 | 301214 | — | 1.0 |
| sec_file_number | 801-132234 | 801-132234 | — | — |
Profile
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
People
| Name | Title | Role | Evidence | |
|---|---|---|---|---|
| No people recorded. | ||||
Outbound Affiliations
| Relation | Organization | Last Updated | Evidence |
|---|---|---|---|
| No outbound affiliations. | |||
Inbound Affiliations
| Relation | Organization | Last Updated | Evidence |
|---|---|---|---|
| No inbound affiliations. | |||
Evidence
No evidence recorded for this organization yet.