B
$115.9M Total AUM
$115.9M Disc. AUM
-- 3Y CAGR
3 Employees
122 ADV. Clients
0 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 05-28-2026
- Office Locations
- 1
Office Locations
36631 Green Street NEW Baltimore MI
About BAY Pointe Financial
BAY Pointe Financial is a NEW Baltimore-based RIA. The firm has been operating for 0 years. Managing $115.9M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
-- AVG AGE
$58.0M AVG AUM / ADVISOR
$950.1K AVG AUM / CLIENT
0.2 yrs AVG TENURE
3 Employees
2 Advisory Reps
2 RIA Reps
0yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
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Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
BRETT CHARLES BUSUTTIL
Chief Compliance Officer, Financial Advisor, Managing Partner
- CRD
- #5793851
- Ownership
- 50% but less than 75%
Available
Available
Available
M
MARK FRANK PAUWELS Jr.
Financial Advisor, PARTNER
- CRD
- #5797186
- 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 | $115,917,788 | -- |
| Non-Discretionary | $0 | -- |
| Total | $115,917,788 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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