BAYSHORE WEALTH ADVISORS
Firm details
- Headquarters
- CORAL GABLES, Florida
- CRD number
- 144191
- Registered since
- November 13, 2007
- Website
- www.bayshorewealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI94.24%
- Corporations / Businesses4.21%
- Individuals1.52%
- Pension & Profit Sharing Plans0.04%
- Services
- Portfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Bayshore Wealth Advisors is an independent, SEC-registered registered investment adviser organized as a limited liability company and operating since 2007. The firm serves both individual and family clients as well as institutional accounts, and charges clients on a percentage-of-assets-under-management basis. Bayshore describes itself as a capital allocator and provides portfolio management for individuals and small businesses, pension consulting services, and selection-of-other-advisers capabilities. It does not present itself as an active ESG investor and is not designated as a multi-state adviser in the provided filing data.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds63%
- Cash & Cash Equivalents14%
- Private Funds12%
- State & Local Bonds5%
- US Government Bonds3%
Contacts
3 of 3ARTURO DON DUASSO
Wealth AdvisorCRD 6754957
GABRIEL BUSTAMANTE
PresidentCRD 4786538
GABRIEL MUNOZ-BUSTAMANTE
Investment Advisor RepCRD 5508208
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 31Active vs passive
$243M in ETFs
4%
$10.7M
96%
$232M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL US TARGETED VALUE ETF (DFAT) | Dimensional | Active | Small Value | $52.2M | 835,709 | 21.50% |
Location
CORAL GABLES, FL
MIAMI DADE
Location
CORAL GABLES, FL
Headquartered in CORAL GABLES, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- MIAMI DADE
- Address
- 121 Alhambra Plz
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
INVEX ADVISORS LLC
RIACORAL GABLES, FL
ASTON CAPITAL MANAGEMENT
RIACORAL GABLES, FL
MAXIMAI INVESTMENT PARTNERS, LLC
RIACORAL GABLES, FL
ALTI WEALTH MANAGEMENT (US INTERNATIONAL), INC.
RIACORAL GABLES, FL
STORGE
RIACORAL GABLES, FL
DRIFTWOOD ADVISORS, LLC
RIACORAL GABLES, FL