The Bay Ridge Group Advisory Services, Inc. (Endwell)

The Bay Ridge Group Advisory Services, Inc. is a large advisory firm based in Endwell. It manages $135.37 million of regulatory assets for 54 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdictions of Arizona, Florida, New Jersey, and 4 other states.

The Bay Ridge Group Advisory Services provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, pension consulting services, and market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

The Bay Ridge Group Advisory Services: assets under management

The assets under management (AUM) of The Bay Ridge Group Advisory Services, Inc. is $135.37 million. The firm's AUM has grown by 153% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $21.58 million in discretionary accounts and $113.78 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $479.57 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $12.64 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay The Bay Ridge Group Advisory Services, Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at The Bay Ridge Group Advisory Services, Inc.

Robert Steven Zuccaro has been acting as President since 1 Apr 2007. Brett Ronald Schneider joined the executive team most recently as the Director.

Direct owners and executive officers

Based in Endwell

The principal office where The Bay Ridge Group Advisory Services, Inc. performs its advisory services is located at 1405 Davis Avenue, Endwell, NY 13760, which is also the mailing address of the firm. An additional office of the firm is in Norwich, NY. 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 8:30 a.m. - 4:00 p.m. on Monday - Friday. You can find more information about the New York firm at www.bayridgegroup.com.

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