No longer SEC-registered. Bay Financial Planning & Tax Services, LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
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Employees
6
Accounts
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Location
Annapolis, MD
Bay Financial Planning & Tax Services, LLC assets under management
Bay Financial Planning & Tax Services, LLC is a registered investment adviser overseen by the SEC based in Annapolis, MD. It employs 6 people.
How many employees does Bay Financial Planning & Tax Services, LLC have?
Bay Financial Planning & Tax Services, LLC reports 6 employees.
Where is Bay Financial Planning & Tax Services, LLC located?
Bay Financial Planning & Tax Services, LLC is based in Annapolis, MD.
Does Bay Financial Planning & Tax Services, LLC disclose fund performance?
Bay Financial Planning & Tax Services, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
Address
71 Old Mill Bottom Road North, Suite 201, Annapolis, MD 21409