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Building 2BAYBRIDGE CAPITAL GROUP, LLC

Map pinLIVERMORE, CA
Phone(888) 440-2224
NotebookSEC #801-112598
Total AUM
$192.9M
Employees
4
Clients
220

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2205 FOURTH STREET
LIVERMORE
CA 94550
United States
Operating Hours
8:00AM - 5:00PM
Monday - Friday
Phone
(888) 440-2224

ReceiptFinancials

Total AUM
$192.9M
Accounts
554
Discretionary
$192.2M
Accounts
553
Non-Discretionary
$690.1K
Accounts
1

ContactClients

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Individual Clients
165
AUM
$60.4M
HNW Individual Clients
54
AUM
$131.9M
Pension/Profit Sharing Plan Clients
1
AUM
$690.1K

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CANVTX

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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