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Steven Harry Cliadakis

BAY CLIADAKIS & ASSOCIATES, LLC·CHICO, California
Unclaimed Profile
1074 E. AVE. SUITE T1, CHICO, CA 95926CRD# 6101428Firm CRD# 301214
01

About

Steven Harry 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# 6101428
Firm CRD# 301214
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Steven Harry Cliadakis offer?
Steven Harry Cliadakis specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in CHICO, California for a consultation.
What are Steven Harry Cliadakis's credentials?
Steven Harry Cliadakis is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Steven Harry Cliadakis located?
Steven Harry 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 Steven Harry Cliadakis charge for services?
Steven Harry 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.
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Nearby cities in California
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City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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