BAYRIDGE SECURITIES, LLC
Firm details
- Headquarters
- SAN FRANCISCO, California
- CRD number
- 155765
- Registered since
- January 31, 2011
Firm profile
FINTRXOverview
Bayridge Securities, LLC is organized as a limited liability company and listed with an SEC registration date of 2011. Ownership is recorded as a combination of a domestic entity and an individual. In the dataset the firm is classified as "unclassified," and several firm attributes are marked negative: it is not flagged as a capital allocator, not an active ESG investor, not a multi-state adviser, and not a pension consultant. The firm did not provide detail on its advisory activities, business lines, client types, fee schedules, or manager allocation preferences in the source material. That absence of disclosure means there is no public description here of the firm’s investment philosophy, target clients, or how it sources or deploys capital.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 5DOUGLAS ROGERS
OwnerCRD 2819740
JON NIXON
FounderCRD 4710715
HOWARD SPINDEL
Financial and Operations PrincipalCRD 708042
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
SAN FRANCISCO, CA
SAN FRANCISCO
Location
SAN FRANCISCO, CA
Headquartered in SAN FRANCISCO, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- SAN FRANCISCO
- Address
- 535 Mission St
- Time zone
- PT (UTC-8)
- Office locations
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