BAY POINT ADVISORS, LLC

3050 Peachtree Road
Suite 740
Atlanta, Georgia 30305
Tel: (404) 963-6031

About BAY POINT ADVISORS, LLC

BAY POINT ADVISORS, LLC, formally registered with the SEC as BAY POINT ADVISORS, LLC. The firm was established in 03/19/2019. They have over 2 offices throughout the country.

BAY POINT ADVISORS, LLC is a Atlanta, Georgia based Financial Planning firm with nearly $712,917,990 assets under management, offering retirement planning & investment advisory services to 4 clients. The firm is staffed with 22 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	286050
SEC#	801-114858
Assets Managed by Firm	$712,917,990
No. of Clients	4
No. of Advisors	22

Fee Structure

A percentage of AUM
Performance Based
Other (SERVICE FEES)

Advisory Services Provided

Portfolio management for pooled investment vehicles
Other (LOAN PARTICIPATION SERVICING)

Firm Client Information

	No. of Clients	AUM
Firm Total	4	$712,917,990

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