ROCKVILLE CENTRE, NYCRD 296831Latest ADV March 31, 2026
Bayridge Financial Group, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Rockville Centre, NY. Its latest Form ADV filing, dated March 31, 2026, reports $94M in regulatory assets under management, 5 employees, 1 office, and 488 accounts.
Assets Under Management
$94M
Employees
5
Offices
1 office
Total Clients
488
Primary office
ROCKVILLE CENTRE, NY
330 SUNRISE HWY #110, ROCKVILLE CENTRE, NY, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 96.3% of total clients.
Top client categories% of clientsClients
1
Individuals
96.3%
470
2
HNWI
3.7%
18
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$94Mas of March 31, 2026
Discretionary100.0%
$94M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$94M
Total Accounts488
10Y AUM Change+$94M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee98:1
10Y Employee Change+2 (+66.7%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.