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- Custodian
- Charles Schwab & Company ยท Lincoln Financial
- Clients
- Retail and Institutional
- Platforms
- Matrix insightFusion prime
- Established Date
- 04-05-2010
- Office Locations
- 1
Office Locations
About BAY Point Financial, LLC
Bay Point Financial, LLC is a Bedford, NH advisory firm focused on retirement investors, pairing retirement, investment, and tax planning with Social Security timing and retirement-income design. Portfolios are built to reduce risk, improve returns, and create reliable income, informed by decades of academic research. The team also runs comprehensive insurance analyses and shops the broader market to optimize coverage and costs.
Team overview
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Investment Themes
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Technology
Owner & Executives
SCOTT CHARLES SULLIVAN
Chief Compliance Officer, Managing Member, Partner
- CRD
- #2210519
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $93,661,579 | -- |
| Total | $93,661,579 | -- |
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Separately Managed Accounts
Total SMA Asset: $93,661,579
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,383,169,929 | 45.8% |
| Cash | $1,636,851,749 | 54.2% |
| Total | $3,020,021,678 | 100.0% |