AdvisorOS Directory
Claim Profile
MC

Miste Lee Cliadakis

BAY CLIADAKIS & ASSOCIATES, LLC·CHICO, California
Unclaimed Profile
1074 E. AVE. SUITE T1, CHICO, CA 95926CRD# 4053534Firm CRD# 301214
01

About

Miste Lee Cliadakis is a registered financial advisor based in CHICO, California, affiliated with BAY CLIADAKIS & ASSOCIATES, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
BAY CLIADAKIS & ASSOCIATES, LLC
ALTUM WEALTH ADVISORS, LLC
AUM
$49M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at BAY CLIADAKIS & ASSOCIATES, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 4053534
Firm CRD# 301214
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in CHICO?

Browse all registered financial advisors in CHICO, California or claim this profile if it's yours.

Browse CHICO AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Miste Lee Cliadakis offer?
Miste Lee Cliadakis specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in CHICO, California for a consultation.
What are Miste Lee Cliadakis's credentials?
Miste Lee Cliadakis is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Miste Lee Cliadakis located?
Miste Lee Cliadakis is based in CHICO, California, working with BAY CLIADAKIS & ASSOCIATES, LLC. Their office serves clients in the CHICO metropolitan area and surrounding communities.
How does Miste Lee Cliadakis charge for services?
Miste Lee Cliadakis's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BAY CLIADAKIS & ASSOCIATES, LLC?
BAY CLIADAKIS & ASSOCIATES, LLC has approximately 3 employees and manages $49M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in CHICO
Guerdon Tisdale Ely — ELY PRUDENT PORTFOLIOS, LLCMark Warren Spelts — SPELTS WEALTH MANAGEMENT, INCRyan Timothy O'donnell — CHICO WEALTH RIA, INC.Brian Philip Sweeney — SWEENEY & MICHEL, LLCSteven Harry Cliadakis — BAY CLIADAKIS & ASSOCIATES, LLC
Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile