BAY Pointe Financial

Overview

BAY Pointe Financial LLC operates as an independent registered investment adviser and is SEC-registered as of 2026. The firm is organized as an LLC with individual ownership and focuses on serving individual and family clients. Advisory services listed include comprehensive financial planning, portfolio management for individuals and small businesses, and pension consulting; the firm also conducts insurance brokerage activity. Fee arrangements are flexible: percentage of AUM plus hourly and fixed-fee engagements are offered depending on client needs. The firm is not identified as a capital allocator and does not flag itself as an active ESG investor. It also reports not operating as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives