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Home > Retirement Planners > new york > rockville centre > BAYRIDGE FINANCIAL GROUP, INC.
BAYRIDGE FINANCIAL GROUP, INC.
330 Sunrise Hwy #110
Rockville Centre, New York 11570
Tel: (718) 833-4901
About BAYRIDGE FINANCIAL GROUP, INC.
BAYRIDGE FINANCIAL GROUP, INC, formally registered with the SEC as BAYRIDGE FINANCIAL GROUP, INC. The firm was established in 05/07/2018. They have over 2 offices throughout the country.
BAYRIDGE FINANCIAL GROUP, INC. is a Rockville Centre, New York based Financial Planning firm with nearly $67,500,000 assets under management, offering retirement planning & investment advisory services to 459 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 296831 |
| SEC# | 801-113193 |
| Assets Managed by Firm | $67,500,000 |
| No. of Clients | 459 |
| No. of Advisors | 5 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 459 | $67,500,000 |
| Individuals (other than high net worth individuals) | 444 | $47,500,000 |
| High net worth individuals | 15 | $20,000,000 |
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