Double Bay Management & Planning
Finance · California, United States · 1-10 Employees
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Overview
Headquarters
50 California St Ste 1500, San Francisco...Phone Number
(800) 494-3267Website
www.doublebaymp.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Dec
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ZI Rank
1
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1
1
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1
About Double Bay Management & Planning
Double Bay Management & Planning is a fee-only financial advisory firm located in San Francisco, specializing in investment management, financial planning, and retirement plans for small businesses. They offer services such as 401(k) planning and utilize low-cost, broadly diversified passive investments to maximize growth. Their target clients are individuals and small companies seeking to develop effective investment strategies and build assets over the long term. The company's expertise is enhanced by the credentials of their advisor, Keir Oxley, who is a Certified Financial Planner and has affiliations with respected financial organizations.Explore more
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Revenue
Number of Employees
Type
Funding
Founded In
Double Bay Management & P...
<$5M
1-10
Private
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N/A
Company Profile Activity
Activity Insights
Double Bay Management & Planning is experiencing very low activity levels compared to other companies in the Finance sector.
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Double Bay Management & Planning is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Double Bay Management & Planning.
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Frequently Asked Questions Regarding Double Bay Management & Planning
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Double Bay Management & Planning is a fee-only financial advisory firm located in San Francisco, specializing in investment management, financial planning, and retirement plans for small businesses. They offer services such as 401(k) planning and utilize low-cost, broadly diversified passive investments to maximize growth. Their target clients are... Read More
