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Back BAY Advisors, LLC

Back BAY Advisors, LLC. CRD 319026

B

CRD: 319026

Back BAY Advisors, LLC

(757) 971-3661
$6.4M Total AUM
$6.4M Disc. AUM
-- 3Y CAGR
2 Employees
0 ADV. Clients
4 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company
Clients
Retail and Institutional
Platforms
--
Established Date
03-29-2022
Office Locations
1

Office Locations

-- Virginia Beach VA

About Back BAY Advisors, LLC

Back BAY Advisors, LLC is a Virginia Beach-based RIA. The firm has been operating for 4 years. Managing $6.4M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company.

Team overview

59 AVG AGE
$3.2M AVG AUM / ADVISOR
-- AVG AUM / CLIENT
4.3 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
4yrs Firm Age

Insights

Available
Available
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Asset Classes

Available

Investment Themes

Available

Services

Available

Owner & Executives

Roy Henry Rechkemmer

Roy Henry Rechkemmer

Managing Member

CRD
#2305181
Ownership
50% but less than 75%
Available
Available
Available
R

Ryan Henry Rechkemmer

Chief Compliance Officer, Managing Member

CRD
#7504049
Ownership
50% but less than 75%
Available
Available
Available

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $6,359,372 --
Non-Discretionary $32,411 --
Total $6,391,783 --

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Separately Managed Accounts

Total SMA Asset: Available

Locked Total SMA
Equity - Exchange:
Available
U.S. Government/Agency:
Available
Corporate - Investment Grade:
Available
Public Funds:
Available
Cash:
Available
Other:
Available
Asset class Assets Assets %
Equity - Exchange Available Available
U.S. Government/Agency Available Available
Corporate - Investment Grade Available Available
Public Funds Available Available
Cash Available Available
Other Available Available
Total Available Available

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