BAY Pointe Financial
Firm details
- Headquarters
- New Baltimore, Michigan
- CRD number
- 340986
- Registered since
- May 28, 2026
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI73.28%
- Individuals26.72%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
BAY Pointe Financial operates as an independent registered investment adviser organized as an LLC and registered with the SEC in 2026. The firm is owned by an individual and focuses on serving individuals and families. Its advisory services include financial planning, portfolio management for individuals and small businesses, and pension consulting. Fee arrangements reported include percentage-of-AUM charges along with hourly and fixed-fee engagements. The firm does not identify itself as an active ESG investor and is not listed as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds96%
- Exchange Traded Equities4%
Owners & executives
1 of 1
Brett Busuttil
Chief Compliance Officer, Managing PartnerCRD 5793851
Contacts
1 of 1
Mark Pauwels
Partner, Financial AdvisorCRD 5797186
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
New Baltimore, MI
Macomb
Location
New Baltimore, MI
Headquartered in New Baltimore, MI, anchoring the Detroit-Warren-Ann Arbor, MI metro in the Midwest.
- Metro area
- Detroit-Warren-Ann Arbor, MI
- Region
- Midwest
- County
- Macomb
- Address
- 36631 Green St
- Time zone
- ET (UTC-5)
- Office locations
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