RIA Intel›Advisers›Maryland›BAY FINANCIAL PLANNING & TAX SERVICES, LLC

BAY FINANCIAL PLANNING & TAX SERVICES, LLC

Advisory

N·ANNAPOLIS, MD

Data as of Oct 28, 2024 · Source: SEC Form ADV

Total AUM

$0

1-Year AUM Growth

-0.5%

3-Year CAGR

+5.3%

Employees

2

Assets Under Management

Total AUM$0

Discretionary AUM$0

Non-Discretionary AUM$0

Discretionary %—

Total Clients—

Team

Total Employees2

Investment Advisers6

Employee Growth (1Y)0.0%

Filing History

Total Filings on Record12

First FilingNov 14, 2019

Latest FilingOct 28, 2024

🔒 Full AUM trend chart and 12 historical filings spanning 5+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on BAY FINANCIAL PLANNING & TAX SERVICES, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.