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Building 2KEVIN BAY INVESTMENTS, LLC

Map pinPEWAUKEE, WI
Phone(262) 691-2013
NotebookSEC #801-68368
Total AUM
$128.2M
Employees
7
Clients
304

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
285 FOREST GROVE DRIVE, SUITE 105
PEWAUKEE
WI 53072-9958
United States
Operating Hours
8:30-3:30
Monday - Friday
Phone
(262) 691-2013

ReceiptFinancials

Total AUM
$128.2M
Accounts
664
Discretionary
$125.7M
Accounts
645
Non-Discretionary
$2.6M
Accounts
19

ContactClients

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Individual Clients
248
AUM
$65.4M
HNW Individual Clients
42
AUM
$45.4M
Pension/Profit Sharing Plan Clients
1
AUM
$2.9M
Charitable Organization Clients
12
AUM
$10.4M
Corporation or Business Clients
1
AUM
$4.1M

Briefcase businessServices

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Services Offered
EducationIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLILMNTXWI

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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