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Bayridge Financial Group, Inc.

● SEC registered since 2018CRD 296831SEC# 801-113193Rockville Centre, NY
Export (members)
Reg. AUM
$77.7M
Employees
5
Accounts
447
Location
Rockville Centre, NY

Bayridge Financial Group, Inc. assets under management

Bayridge Financial Group, Inc. is a registered investment adviser overseen by the SEC based in Rockville Centre, NY. The firm has been registered since 2018. It reports $77.7 million in regulatory assets under management and employs 5 people.
www.bayridgefinancialgroup.comView on SEC.gov ↗

Bayridge Financial Group, Inc. owners & executives

2 reported
NameTitleOwnershipSince
Jason Rocco D'Amelio ControlPartner And Chief Compliance Officer25-50%2018
Shane Harold Siederman ControlPartner50-75%2018

Frequently asked questions

How much does Bayridge Financial Group, Inc. manage?

Bayridge Financial Group, Inc. reports $77.7 million in regulatory assets under management on its Form ADV.

How many employees does Bayridge Financial Group, Inc. have?

Bayridge Financial Group, Inc. reports 5 employees.

Where is Bayridge Financial Group, Inc. located?

Bayridge Financial Group, Inc. is based in Rockville Centre, NY and has been SEC-registered since 2018.

Does Bayridge Financial Group, Inc. disclose fund performance?

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

Contact & registration

Address330 Sunrise Hwy #110, Rockville Centre, NY 11570
Phone(718) 833-4901
Fax(718) 833-4903
Office hoursBy Appointment
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$77.7M
Non-discretionary$0
Total (RAUM)$77.7M