Bay Harbor Wealth Management is an investment advisor in Hunt Valley with $254.59 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
451032121
SEC advisor number
801-114123
FINRA CRD number
294000
AUM ?
$291.56 mm
(as of 28 Mar 24)
Accounts
1,253
(as of 28 Mar 24)
Employees
5
(3 investment advisory or research)
Address
Bay Harbor Wealth Management
201 INTERNATIONAL CIRCLE, STE 200
HUNT VALLEY
MD 21030
201 INTERNATIONAL CIRCLE, STE 200
HUNT VALLEY
MD 21030
Phone
4104032060
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
22 Apr 24
13F-HR
Quarterly holdings report by institutional manager
26 Jan 24
13F-HR
Quarterly holdings report by institutional manager
24 Oct 23
13F-HR
Quarterly holdings report by institutional manager
19 Jul 23
13F-HR
Quarterly holdings report by institutional manager
3 May 23
13F-HR
Quarterly holdings report by institutional manager
25 Jan 23
13F-HR
Quarterly holdings report by institutional manager
2 Nov 22
13F-HR
Quarterly holdings report by institutional manager
5 Aug 22
13F-HR
Quarterly holdings report by institutional manager
19 Apr 22
13F-HR
Quarterly holdings report by institutional manager
10 Feb 22