BAY Point Financial, LLC

Overview

BAY Point Financial, LLC is a small, privately owned wealth advisory firm organized as an LLC that serves both individual/family and institutional clients. The firm operates as a capital allocator and combines advisory work with brokerage and insurance brokerage activities; it also operates as a registered representative of a broker-dealer. Its advisory services emphasize financial planning, portfolio management for individuals and small businesses, and the selection of other advisers. Fee arrangements are mixed — percentage-of-AUM, hourly, and fixed-fee engagements are used. BAY Point Financial does not identify as an ESG investor and is not a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices