# Bayridge Financial Group

Bayridge Financial Group is an Asset Manager based in Rockville Centre, United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** Rockville Centre, United States
- **Region:** North America
- **Address:** Rockville Centre, United States
- **Founded:** 2005
- **Assets under management:** Undisclosed
- **Website:** bayridgefinancialgroup.com
- **LinkedIn:** https://www.linkedin.com/company/bay-ridge-financial-group

## Regulatory record

- **CRD number:** 296831
- **SEC file number:** 801-113193
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-31T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/296831

## About

Bayridge Financial Group was established in 2005 as a US-based wealth manager. The firm delivers investment advisory services alongside wealth management, tax planning, estate planning, and insurance planning. It serves individuals, high-net-worth individuals, trusts, and estates. No additional offices or team size figures are publicly available. No dated operational events from the last 24 months appear in source material. The firm operates as a conventional wealth manager without disclosed hybrid structures or external fund vehicles.

## Sectors

- Wealth Management

## Questions

### Who runs investment decisions at Bayridge Financial Group?

No named principals or investment committee members are disclosed in available sources.

## Related profiles

- [Bayshore Wealth Advisors](https://altss.com/profile/bayshore-wealth-advisors)

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/bayridge-financial-group

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