BRIDGEBAY FINANCIAL, INC.

2603 Camino Ramon
Suite 200
San Ramon, California 94583-6014
Tel: 925-743-0200

About BRIDGEBAY FINANCIAL, INC.

BRIDGEBAY FINANCIAL, INC, formally registered with the SEC as BRIDGEBAY FINANCIAL, INC. The firm was established in 07/25/2016. They have over 1 offices throughout the country.

BRIDGEBAY FINANCIAL, INC. is a San Ramon, California based Financial Planning firm with nearly $0 assets under management, offering retirement planning & investment advisory services to 0 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	130279
SEC#	801-108193
Assets Managed by Firm	$0
No. of Clients	0
No. of Advisors	3

Fee Structure

Hourly charges
Fixed fees
Other (PER RULE 206(4)-3 FEE AGREEMENTS)

Advisory Services Provided

Pesnsion consulting services
Selection for other advisors
Education seminars/workshops
Other (PERFORMANCE MONITORING, BENCHMARKING)

Firm Client Information

	No. of Clients	AUM

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