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Bay Isle Financial Corp (San Francisco)


Bay Isle Financial Corp is a large advisory firm based in San Francisco. It manages $851.57 million of regulatory assets for 478 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Arizona, California, and Texas.

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Bay Isle Financial Corp provides financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, and portfolio management for pooled investment vehicles. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Bay Isle Financial Corp: assets under management

The assets under management (AUM) of Bay Isle Financial Corp is $851.57 million. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $814.04 million in discretionary accounts and $37.52 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.76 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $2.5 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Bay Isle Financial Corp for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 1 indirect owner.

Name Entity Date acquired Ownership Employer ID
Stilwell Financial Inc. Shareholder 1 Sep 1999 75% - 100% 43-1804048

Based in San Francisco

The principal office where Bay Isle Financial Corp performs its advisory services is located at 160 Sansome St 17 Th Fl, San Francisco, CA 94104, which is also the mailing address of the firm. An additional office of the firm is in Denver, CO. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number 415-705-7777 or by fax 415-705-7775. The normal business hours are 8:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.bayisle.com.


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