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BRIDGEBAY FINANCIAL, INC.

CRD 130279 · SEC 801-108193

Corporate platformCorporation

Large incorporated asset manager or corporate group — typically not a local adviser team.

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2603 CAMINO RAMON, SUITE 200, SAN RAMON, CA, 94583-6014, United States

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

—

Discretionary AUM

—

Team

2 total employees; 2 advisory reps; 14 broker-dealer reps

Clients

0

Fees

Hourly charges; Fixed fees; PER RULE 206(4)-3 FEE AGREEMENTS

Org form

Corporation

Filing date

2026-03-23

Disciplinary history

No

Services

Pension consultingSelection of other advisersEducational seminarsPERFORMANCE MONITORING, BENCHMARKING

States served

CA

All web addresses on file

Official SEC filing: View on IAPD