5107 Center Street B1
Williamsburg, Virginia 23188
Tel: (757) 259-2450
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.
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 |
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 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$45,003,485,534 | 354 | 181 | |
$32,231,415,180 | 53 | 47 | |
$26,988,658,396 | 84 | 99 | |
$24,381,015,458 | 94 | 27 | |
$20,812,400,000 | 4775 | 68 |
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