Overview
Assets Under Management: $399 million
Headquarters: ANNAPOLIS, MD
High-Net-Worth Clients: 78
Average Client Assets: $4.6 million
Frequently Asked Questions
BAY POINT WEALTH is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #123095), BAY POINT WEALTH is subject to fiduciary duty under federal law.
BAY POINT WEALTH is headquartered in ANNAPOLIS, MD.
BAY POINT WEALTH serves 78 high-net-worth clients according to their SEC filing dated July 22, 2024. View client details ↓
According to their SEC Form ADV, BAY POINT WEALTH offers financial planning and portfolio management for individuals. View all service details ↓
BAY POINT WEALTH manages $399 million in client assets according to their SEC filing dated July 22, 2024.
According to their SEC Form ADV, BAY POINT WEALTH serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 78
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 89.81%
Average Client Assets: $4.6 million
Total Client Accounts: 688
Discretionary Accounts: 688
Regulatory Filings
CRD Number: 123095
Filing ID: 1890516
Last Filing Date: 2024-07-22 17:05:00