Overview
Assets Under Management: $158 million
Headquarters: PEWAUKEE, WI
High-Net-Worth Clients: 47
Average Client Assets: $1.6 million
Frequently Asked Questions
KEVIN BAY INVESTMENTS, LLC 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 #144987), KEVIN BAY INVESTMENTS, LLC is subject to fiduciary duty under federal law.
KEVIN BAY INVESTMENTS, LLC is headquartered in PEWAUKEE, WI.
KEVIN BAY INVESTMENTS, LLC serves 47 high-net-worth clients according to their SEC filing dated March 29, 2018. View client details ↓
According to their SEC Form ADV, KEVIN BAY INVESTMENTS, LLC offers portfolio management for individuals, portfolio management for institutional clients, and educational seminars and workshops. View all service details ↓
KEVIN BAY INVESTMENTS, LLC manages $158 million in client assets according to their SEC filing dated March 29, 2018.
According to their SEC Form ADV, KEVIN BAY INVESTMENTS, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Educational Seminars
Clients
Number of High-Net-Worth Clients: 47
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 47.65%
Average Client Assets: $1.6 million
Total Client Accounts: 726
Discretionary Accounts: 701
Non-Discretionary Accounts: 25
Regulatory Filings
CRD Number: 144987
Filing ID: 1203086
Last Filing Date: 2018-03-29 14:10:00