Overview
Assets Under Management: $196 million
Headquarters: VIRGINIA BEACH, VA
High-Net-Worth Clients: 71
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Educational Seminars
Clients
Number of High-Net-Worth Clients: 71
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 76.75
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 591
Discretionary Accounts: 587
Non-Discretionary Accounts: 4
Regulatory Filings
CRD Number: 140796
Last Filing Date: 2025-02-25 00:00:00
Website: https://baycapitaladvice.com