B
$6.4M Total AUM
$6.4M Disc. AUM
-- 3Y CAGR
2 Employees
0 ADV. Clients
4 yrs Firm Age
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- 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
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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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
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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