Bayrock Financial, L.L.C.
Firm details
- Headquarters
- ,
- CRD number
- 305467
- Website
- bayrockfinancial.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- Individuals85.27%
- HNWI14.73%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Bayrock Financial, L.L.C. is an independent registered investment adviser organized as an LLC and owned by an individual. The firm focuses on serving individuals and families, offering financial planning and portfolio management for individuals and small businesses. Its fee model combines a percentage-of-assets-under-management charge with hourly billing for advisory work. Bayrock is not positioned as a capital allocator and does not market itself as a multi-state or ESG-focused adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
- Exchange Traded Equities50%
- Non-Exchange Traded Equities30%
- Cash & Cash Equivalents13%
- Public Funds/Mutual Funds5%
- Derivatives2%
Contacts
2 of 2
James Munchbach
Director of Financial PlanningCRD 3062608
Kevin Londergan
Owner, Vice PresidentCRD 2954982
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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