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Bay Ridge Advisor Group, Inc. (Endwell)


Bay Ridge Advisor Group, Inc. is a large advisory firm based in Endwell. It manages $50.63 million of regulatory assets for 325 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdictions of District of Columbia, Florida, New York, and 3 other states.

Bay Ridge Advisor Group provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and portfolio management for businesses and institutional clients. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Bay Ridge Advisor Group: assets under management

The assets under management (AUM) of Bay Ridge Advisor Group, Inc. is $50.63 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -3% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $50.63 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $155.79 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Bay Ridge Advisor Group, Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Endwell

The principal office where Bay Ridge Advisor Group, Inc. performs its advisory services is located at 1405 Davis Ave., Endwell, NY 13760, which is also the mailing address of the firm. An additional office of the firm is in Raleigh, NC. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 607-754-7222 or by fax 607-754-8608. The normal business hours are 8am - 5pm on Monday - Friday.


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