Bridgebay Financial, Inc
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Overview
Bridgebay Financial, Inc is an advisory company based in San Ramon, California. Bridgebay Financial, Inc has a small team, including 3 financial advisors. Bridgebay Financial, Inc is not a registered broker-dealer, meaning the company cannot buy and sell securities for its accounts and those of its clients and instead has to go through a broker-dealer firm to do so. Securities are defined as exchangable fiscal assets such as options, stocks and bonds.
The firm's main office is at 2603 Camino Ramon, San Ramon, California 94583-6014. It is permitted to serve customers in the state of California.
Editorial note: Under some conditions, advisors and firms can register as exempt reporting advisors with the SEC, meaning they file a shorter version of the Form ADV. As a result, this is all of the publicly available information for Bridgebay Financial, Inc. Please visit the SEC website for more information at https://www.sec.gov
Number of Advisors
Disclosures
Office Location
Bridgebay Financial, Inc by the Numbers
3
Products and Services
Bridgebay Financial, Inc offers a variety of financial services, including pension consulting services, selection of other advisers, educational seminars and other services. However, the firm did not provide any of its clients with financial planning services in the previous financial year. It does not sell products or offer services other than investment advisory services to its investment advisory accounts. The company also has a number of financial industry affiliations, including with a pension consultant.
Core Advisor Services
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Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Offered by 20% of firms
Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Publication of Periodicals
This is the publication of various financial education materials.
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Offered by 6% of firms
Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
A financial advisor's fees largely depend on which services are provided. However, fees charged by the company most likely include the following fee structures: hourly, fixed or other. The company does not provide a wrap fee program, in which the firm offers a service bundle for a single fee.
Available
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Offered by 21% of firms
Hourly
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Offered by 32% of firms
Fixed
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Offered by 10% of firms
Other
Unavailable
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Find one of the 69% of firms that offer this fee type
Percentage of Assets
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Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
Disclosures
Bridgebay Financial, Inc does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Bridgebay Financial, Inc
San Ramon, CA
San Ramon, CA
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