BAY CLIADAKIS & ASSOCIATES, LLC

ALTUM WEALTH ADVISORS, LLC

CHICO, California·2 registered advisors·CRD# 301214

SEC# 801-1152971530-924-0110

01

Firm Overview

AUM

$49M

Regulatory assets under management

Employees

3

Total firm employees

Advisors

2

Registered representatives

02

Services & Fees

Advisory Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Compensation

Percentage of AUM

Subscription fees

03

Specialties

Financial Planning Investment Management Wealth Management

04

Advisors at BAY CLIADAKIS & ASSOCIATES, LLC

2 registered advisors

Miste Lee Cliadakis

CHICO, California

Steven Harry Cliadakis

CHICO, California

05

Office Locations

CHICO, California

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Data sourced from SEC Form ADV filings. BAY CLIADAKIS & ASSOCIATES, LLC (CRD# 301214) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.