BAY RIVERS GROUP WEALTH PARTNERS

5107 Center Street B1
Williamsburg, Virginia 23188
Tel: (757) 259-2450

About BAY RIVERS GROUP WEALTH PARTNERS

BAY RIVERS GROUP WEALTH PARTNERS, formally registered with the SEC as BAY RIVERS GROUP WEALTH PARTNERS. The firm was established in 10/27/2017. They have over 1 offices throughout the country.

BAY RIVERS GROUP WEALTH PARTNERS is a Williamsburg, Virginia based Financial Planning firm with nearly $272,555,910 assets under management, offering retirement planning & investment advisory services to 846 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	290095
SEC#	801-111951
Assets Managed by Firm	$272,555,910
No. of Clients	846
No. of Advisors	4

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	846	$272,555,910
Individuals (other than high net worth individuals)	293	$100,520,683
High net worth individuals	65	$170,617,237
Charitable organizations	3	$1,363,394
Corporations or other businesses	1	$54,596

More Retirement Planning firms in Williamsburg, Virginia:

Firm Name	Assets Under Management	Total Clients	Total Advisors

Explore More Retirement Advisors in Williamsburg, Virginia

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.