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BAY POINT FINANCIAL, LLC
CRD 153017
2 BEAUDOIN ST., SUITE A, BEDFORD, NH, 03110, United States
Phone
603-626-6699
Fax
603-626-6688
Registration
— (—)
Source
State registered
Total AUM
$93.7M
Discretionary AUM
$0
Team
1 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-28
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 142 | $37.9M |
| High net worth individuals | 18 | $51.7M |
| Pension/profit sharing plans | 6 | $4.1M |
All web addresses on file
Official SEC filing: View on IAPD