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Bay Rivers Group, Inc.

● SEC registered since 2017CRD 290095SEC# 801-111951Williamsburg, VA
Export (members)
Reg. AUM
$272.6M
Employees
4
Accounts
846
Location
Williamsburg, VA

Bay Rivers Group, Inc. assets under management

Bay Rivers Group, Inc. is a registered investment adviser overseen by the SEC based in Williamsburg, VA. The firm has been registered since 2017. It reports $272.6 million in regulatory assets under management and employs 4 people.
www.facebook.com/bayriversgroup/?view_public_for=2263112867234088View on SEC.gov ↗

Bay Rivers Group, Inc. owners & executives

3 reported
NameTitleOwnershipSince
Alan L. Broderick ControlCco & Shareholder10-25%2017
Bruce Albert Lemley ControlShareholder25-50%2017
Charles Phillip Lucy ControlShareholder25-50%2017

Frequently asked questions

How much does Bay Rivers Group, Inc. manage?

Bay Rivers Group, Inc. reports $272.6 million in regulatory assets under management on its Form ADV.

How many employees does Bay Rivers Group, Inc. have?

Bay Rivers Group, Inc. reports 4 employees.

Where is Bay Rivers Group, Inc. located?

Bay Rivers Group, Inc. is based in Williamsburg, VA and has been SEC-registered since 2017.

Does Bay Rivers Group, Inc. disclose fund performance?

Bay Rivers Group, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address5107 Center Street B1, Williamsburg, VA 23188
Phone(757) 259-2450
Fax(757) 259-2060
Office hours9:00a.m. - 5:00p.m.
SEC regionPhiladelphia Regional Office (PLRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$266.4M
Non-discretionary$6.2M
Total (RAUM)$272.6M