← Back to searchVisit website
BAYRIDGE FINANCIAL GROUP, INC.
CRD 296831 · SEC 801-113193
330 SUNRISE HWY #110, ROCKVILLE CENTRE, NY, 11570, United States
Phone
(718) 833-4901
Fax
(718) 833-4903
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$94.2M
Discretionary AUM
$94.2M
Team
5 total employees; 3 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-03-31
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 470 | $59.2M |
| High net worth individuals | 18 | $35.0M |
States served
LA, NJ, NY, FL
All web addresses on file
Official SEC filing: View on IAPD