This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=3.0

Regulatory AUM

$94.2MItem 5.F on the latest filing (2026-03-31); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$94.2M

Private client RAUM

$94.2MderivedItem 5.D individuals plus high net worth individuals

Private client share

100%derivedprivate client RAUM over total RAUM

Advisors on IAPD

2

RAUM per advisor

$47.1Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

5

Advisory employees

3

Offices

1Schedule D 1.F, beyond the principal office

Accounts

488

Individual clients

470

High net worth clients

18

SEC number

801-113193

CRD

296831

Filings on the tape

15

First filed

Apr 10, 2018

Latest filed

Mar 31, 2026

Organised

Corporation, NY

Website

bayridgefinancialgroup.com

• Occurred

  Apr 10, 2018
  First Form ADV filing

  Bay Ridge Financial Group filed its initial SEC registration (Form ADV)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:04224c30-71fc-8001-eaf8-fb819cb49552

First observed

Apr 10, 2018

Last observed

Mar 31, 2026 5 months ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.