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| Happy Holidays!! thanks for using AUM13F!! |
| Bayridge Financial Group Inc
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|---|---|
| CRD # | 296831 |
| SEC # | 801-113193 |
| CIK # | |
| AUM | $77.7 M (2025-03-25) |
| Employees | 5 (60% Investors, 60% Brokers) |
| Phone | 718-833-4901 |
| Address | 330 Sunrise Hwy 110 Rockville Centre, NY 11570 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 432 | 47.7 |
| (b) Individuals (high net worth individuals) | 15 | 30.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 447 | 77.7 |
| By Discretionary | ||
| Discretionary | 447 | 77.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 447 | 77.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 77.7 | |
| Total | 447 | 77.7 |
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|---|---|---|
|
Treger & Associates LLC
✚
|
VA | 0.1 |
|
Londinium Asset Management Ltd
✚
|
0.1 | |
|
Investable Wealth LLC
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0.1 | |
|
RPM Capital Management LLC
✚
|
NY | 0.1 |
|
Seahorse Financial Advisers Inc
✚
|
NY | 0.1 |
|
Yearwood Young Advisors LLC
✚
|
NY | 0.1 |
|
Queenbridge Capital LLC
✚
|
NY | 0.1 |
|
Haas Financial Inc
✚
|
FL | 0.1 |
|
Stratton Capital Investment Advisory LLC
✚
|
NY | 0.1 |
|
Thinking Big Financial Inc
✚
|
NY | 0.1 |