$3.7M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
10 ADV. Clients
6 yrs Firm Age
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- Custodian
- Altruist
- Clients
- Retail and Institutional
- Platforms
- AlphaLegacy wave +more
- Established Date
- 04-22-2020
- Office Locations
- 1
Office Locations
9431 Haven AVE Suite 213 Rancho Cucamonga CA
About Baynes Financial LLC
Baynes Financial LLC is a family-owned RIA focused on pre-retirees and retirees, providing retirement income planning, proactive tax planning, and ongoing investment management within a customized "Retirement Income RoadMap" process. Founder Quincy Baynes (retirement income specialist, author and frequent speaker) positions the firm as a coaching-style planner. Reported portfolios are ETF-centric and custodied with Altruist.
Team overview
35 AVG AGE
$3.7M AVG AUM / ADVISOR
$368.2K AVG AUM / CLIENT
6.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
6yrs Firm Age
Insights
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Asset Classes
Radial Meridian
Client Personas
Pathway Fusion zenith
Custodian
Element Momentum Signal crest
Investment Themes
Focus radial Insight catalyst Vital
Investment Vehicles
Element
Services
Beacon Zenith Vector harbor Peak unison Beacon Eagle Peak delta Pathway unison Vertex north Momentum focus North vector
Technology
Summit Bridge capital Wave
Owner & Executives
QUINCY LINDEN BAYNES
Owner, President
- CRD
- #5959936
- Ownership
- 75% or more
(296) 499-5119
zenith.ridge@matrixcapital.com
in linkedin.com/in/north-north
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $3,681,975 | -- |
| Total | $3,681,975 | -- |
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Separately Managed Accounts
Total SMA Asset: $3,681,975
Equity - Exchange:
64.6% Cash:
35.4% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $407,673,840 | 64.6% |
| Cash | $223,400,216 | 35.4% |
| Total | $631,074,056 | 100.0% |