Overview
Assets Under Management: $273 million
Headquarters: WILLIAMSBURG, VA
High-Net-Worth Clients: 65
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 65
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 62.60
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 846
Discretionary Accounts: 829
Non-Discretionary Accounts: 17
Regulatory Filings
CRD Number: 290095
Filing ID: 2004204
Last Filing Date: 2025-07-17 15:01:00
Website: https://bayriversgroup.com