BAJA WEALTH ADVISORS LLC

NEW YORK, New York·3 registered advisors·CRD# 289592

SEC# 801-1119970212-850-4260

01

Firm Overview

AUM

$73M

Regulatory assets under management

Employees

6

Total firm employees

Advisors

3

Registered representatives

02

Services & Fees

Advisory Services

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Compensation

Percentage of AUM

03

Specialties

Financial Planning Investment Management Fee-Only Advisory

04

Advisors at BAJA WEALTH ADVISORS LLC

3 registered advisors

Domingo Javier Moreno

NEW YORK, New York

Marco A Moreno Garcia

NEW YORK, New York

Marco Antonio Moreno

NEW YORK, New York

05

Office Locations

NEW YORK, New York

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Data sourced from SEC Form ADV filings. BAJA WEALTH ADVISORS LLC (CRD# 289592) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.