Dakota
Dakota
Book a Demo
Talk to an Expert

Double Bay Management & Planning

EST. AUM
$127,047,204

CONTACTS
1

CLIENT ACCOUNTS
100

Firm Details

Metro area San Francisco
CRD Number 136373
Website doublebaymp.com
Client types

Overview

Double Bay Management & Planning, established in 1998 in San Francisco, is a boutique, fee-only RIA offering personalized financial planning, investment management, and small business retirement solutions. Managing approximately $100–110 million across discretionary accounts, the firm emphasizes low-cost, passive investment strategies—particularly using Dimensional Fund Advisors (DFA) funds—and serves individuals and small businesses. Focusing on long-term growth and efficiency, they provide tailored advice, with a strong fiduciary mindset and engagement in 401(k) plan consulting.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

Products & Services

Resources

Podcasts

Events

Company

© Dakota 2026 | Terms of Use | Privacy Policy