Unclaimed Profile

David Ertel

BAYVIEW ASSET MANAGEMENT, LLC·CORAL GABLES, Florida

Clean recordBAYVIEW ASSET MANAGEMENT, LLC

4425 PONCE DE LEON BLVD., CORAL GABLES, FL 33146CRD# 1890475Firm CRD# 157053

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

David Ertel · CORAL GABLES, FL

Registration

CRD #1890475 · BAYVIEW ASSET MANAGEMENT, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

David Ertel is a registered financial advisor based in CORAL GABLES, Florida, affiliated with BAYVIEW ASSET MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Retirement Planning

Wealth Management

Client Types

Institutional Investors

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

BAYVIEW ASSET MANAGEMENT, LLC

AUM

$38.6B

Regulatory assets under management

Employees

373

Total firm employees

View all advisors at BAYVIEW ASSET MANAGEMENT, LLC →

Services

Portfolio management (pooled investments)

Pension consulting

Selection of other advisers

Background

Compensation

Percentage of AUM

Performance-based fees

Other: VARIABLE TRANSACTION, DILIGENCE, ORIGINATION, AND CLOSING FEES

Regulatory

SEC/IARD CRD# 1890475

Firm CRD# 157053

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does David Ertel offer?

David Ertel specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in CORAL GABLES, Florida for a consultation.

What are David Ertel's credentials?

David Ertel is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is David Ertel located?

David Ertel is based in CORAL GABLES, Florida, working with BAYVIEW ASSET MANAGEMENT, LLC. Their office serves clients in the CORAL GABLES metropolitan area and surrounding communities.

How does David Ertel charge for services?

David Ertel's firm is compensated through percentage of aum, performance-based fees, other: variable transaction, diligence, origination, and closing fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BAYVIEW ASSET MANAGEMENT, LLC?

BAYVIEW ASSET MANAGEMENT, LLC has approximately 373 employees and manages $38.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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