BAY POINTE FINANCIAL

BAY POINTE FINANCIAL of NEW BALTIMORE, MI is an SEC-registered investment adviser (CRD 340986). Regulatory assets under management: $115.9M.

Registration

• CRD: 340986
• SEC file number: 801-136334
• Type: Registered investment adviser
• Location: 36631 GREEN STREET, NEW BALTIMORE, MI, 48047
• Phone: (586) 273-6007 X1
• Latest filing: 2026-08-03
• Regulatory AUM: $115.9M
• Discretionary AUM: $115.9M
• Clients: 3
• Accounts: 276

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions.

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 340986 on SEC IAPD (source of record)
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