BAY HARBOR WEALTH MANAGEMENT, LLC

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BAY Harbor Wealth Management is based out of Hunt Valley. BAY Harbor Wealth Management is a registered investment advisory firm with discretionary assets under management (AUM) of $0 (Form ADV from 2018-11-26). Their last reported 13F filing for Q4 2018 included $125,664,000 in managed 13F securities and a top 10 holdings concentration of 50.25%. BAY Harbor Wealth Management's largest holding is Vanguard FTSE Developed Markets ETF with shares held of 249,225. Whalewisdom has at least 1 13F filings

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12/31/2018

Top Sells

  • Name% Change

12/31/2018

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-02-14

Performance for Q4 2018: 2.03%
Performance Last 4 Quarters: 0.0%
Performance Metrics
Stats are not available for the latest quarter

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13F Filings Available:
  • 2018-12-31 - 13F-HR (Subscription required)
This lets you look at individual sub managers or subsidiaries within the 13F filing.

13F Managers

Subsidiaries/Managers included in latest 13F
Name
Astor Investment Management
Aviance Captial Management
Dana Investment Advisors
Federated Investors Inc
State Street Global Advisors

View Last Form Adv Compilation Report on Record

BAY HARBOR WEALTH MANAGEMENT, LLC
201 INTERNATIONAL CIRCLE SUITE 200
HUNT VALLEY MD    21030
Country: United States

Business Phone: 4104032060
Fax: 443-281-8377
Professional Investment Advisor Data
SEC Registration as : Newly Formed Advisor
Form of Organization: Limited Liability Company
Organized in: MD
Number of employees: 4
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Hourly charges,Fixed fees
Amount of client funds and securities:
Total Number of Clients: 0
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

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BAY HARBOR WEALTH MANAGEMENT, LLC

ownership team - last updated 2018-11-26
Name Title Start Date Direct/Indirect % Ownership
SCOTT, LANCE, REID PRESIDENT/CHIEF COMPLIANCE OFFICER 08/01/2018 Direct 75% or more
Fund Name Position direct/indirect start date end date
BAY HARBOR WEALTH MANAGEMENT, LLC PRESIDENT/CHIEF COMPLIANCE OFFICER direct 2018-08-01

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