Bay Financial Planning & Tax Services, LLC
CRD 283715SEC# 801-117791Annapolis, MD
No longer SEC-registered. Bay Financial Planning & Tax Services, LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
—
Employees
6
Accounts
—
Location
Annapolis, MD
Bay Financial Planning & Tax Services, LLC assets under management
Bay Financial Planning & Tax Services, LLC is a registered investment adviser overseen by the SEC based in Annapolis, MD. It employs 6 people.
Bay Financial Planning & Tax Services, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Elizabeth M Bennett Control | Member, Chief Compliance Officer | Over 75% | 2016 |
Frequently asked questions
How many employees does Bay Financial Planning & Tax Services, LLC have?
Bay Financial Planning & Tax Services, LLC reports 6 employees.
Where is Bay Financial Planning & Tax Services, LLC located?
Bay Financial Planning & Tax Services, LLC is based in Annapolis, MD.
Does Bay Financial Planning & Tax Services, LLC disclose fund performance?
Bay Financial Planning & Tax Services, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 71 Old Mill Bottom Road North, Suite 201, Annapolis, MD 21409 |
| Office hours | 8:30 a.m. -4:30 p.m. |
| Discloses disciplinary history | No |
How this firm compares
EmployeesTop 56%
More than 44% of 16,825 advisers