Bay Point Financial, LLC registers with the SEC (Bedford, NH)

New SEC-registered adviser · CRD 153017 · 801-137136 · effective 2026-10-15

Effective 2026-10-15. 1 employee (1 advisory), $105M regulatory AUM across 325 accounts. Notice-filed in NH, MA, TX, FL. Limited Liability Company (NH).

Contact (from the filing)

The main-office phone, website and address from Form ADV are shown to subscribers. See plans, or open the firm on IAPD.

Who this is for

Compliance consulting
RIA software (CRM, portfolio, billing)
Archiving & surveillance
Cybersecurity / managed IT
E&O insurance