Based in Pleasanton, CA, Baybridge Capital Group, LLC is a small investment advisory firm with a strong track record in managing assets. With over 180 individual clients and assets under management totaling $134,448,000, the company has established itself as a trusted partner in the financial industry. Baybridge Capital Group's expertise lies in managing employer 401Ks and individual investments, making up around half of their assets under management. They exclusively offer discretionary asset management services, allowing clients to entrust their investments entirely to the firm's capable hands.
Comprised of seven dedicated prof...
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Assets Under Mgmt
$134.45M
Investment Professionals
4
Locations
0
% 401K & Individual
% Discretionary
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
This information was provided by Mployer and is based on publicly available information made available by employers, brokers and carriers. While efforts are made to validate and confirm the information, there could be inaccuracies. All information and ratings are based on Mployer’s opinion only and should be one of many factors used when evaluating brokers. If there are any inaccuracies in the information, please reach out to Mployer using the contact us form and we will review your submission and make changes as we deem appropriate.