BAYRIDGE SECURITIES, LLC

Broker-DealerFINRA MemberEst. 2011
Total AUM
Advisory reps
5
Avg account
$0

Firm details

Headquarters
SAN FRANCISCO, California
CRD number
155765
Registered since
January 31, 2011

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 5
  • DOUGLAS ROGERS

    OwnerCRD 2819740

  • JON NIXON

    FounderCRD 4710715

  • HOWARD SPINDEL

    Financial and Operations PrincipalCRD 708042

Unlock 2 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth