Ekenna
Anya-Gafu
Bay Street Capital Holdings
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About this Advisor
Ekenna Anya-Gafu is a certified financial planner operating out of Fremont, California with a total of 3 years of industry experience. Anya-Gafu is currently employed by Bay Street Capital Holdings. During their career, Anya-Gafu has held roles at Charles Schwab & Co., Inc, Black Hills State University, Charles Schwab Bank, Td Ameritrade, Inc and Bay Street Capital Holdings. Anya-Gafu maintains Series 63 and Series 66 licenses, which qualify them as a securities representative, and can work in Arizona and California. Bay Street Capital Holdings is a financial advisory business with a branch in Fremont, California. The firm has offices in two locations and a total of 12 financial advisors. It handles $483 million in assets under management among its 225 client accounts, making it one of the bigger financial advisory firms in the country by assets under management. Of its 225 client accounts, 27% are held by high-net-worth investors who have greater than $1 million in assets available to invest. The business provides a wide assortment of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and pension consulting services. Fees for financial management typically vary depending on the type of services provided. However, fees charged by Bay Street Capital Holdings most likely are comprised of some combination of asset-based, hourly and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Bay Street Capital Holdings Brokerage Details
$483,000,000
12
225
$2,146,667
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
Ekenna Anya-Gafu Work History
Ekenna has been registered as a financial advisor for 3 years.*
Bay Street Capital Holdings
Td Ameritrade, Inc
Charles Schwab Bank
Charles Schwab & Co., Inc
Black Hills State University
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Ekenna Anya-Gafu to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Bay Street Capital Holdings
Fremont, CA
Fremont, CA
Fremont, CA
Los Altos, CA
Fremont, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
