Eugena
Wallis
Baybridge Capital Group, LLC
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About this Advisor
Eugena Wallis is a financial advisor based in Pleasanton, California, working with Baybridge Capital Group, LLC. Eugena has previously held positions at Lpl Financial LLC, Wallis Employee Benefits, and Baybridge Capital Group, LLC. Eugena has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California. Currently, Eugena is part of Baybridge Capital Group, LLC, which operates out of Pleasanton, California. The firm has 8 employees and manages assets totaling $169.4 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and pension consulting services. The fee structure at Baybridge Capital Group, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
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Baybridge Capital Group, LLC Brokerage Details
$169,379,792
8
466
$363,476
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
Eugena Wallis Work History
Baybridge Capital Group, LLC
Wallis Employee Benefits
Lpl Financial LLC
Disclosures
Please visit the SEC profile of Eugena Wallis 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 Baybridge Capital Group, LLC
Pleasanton, CA
Pleasanton, CA
Pleasanton, CA
The content in this profile was updated by SmartAsset on 6/19/2024. 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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