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

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