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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 09-24-2019
- Office Locations
- 1
Office Locations
About Bayrock Financial, L.l.c.
BayRock Financial is a Houston-based, independent fee-only RIA providing holistic financial planning and investment management for retail clients, including business owners, entrepreneurs, and retirees. Engagements start with a structured Financial Planning Gap Analysis that prioritizes next steps across retirement, tax, estate, insurance, and cash flow. Portfolios emphasize liquid, transparent ETFs, with an optional disciplined covered-call income strategy.
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Owner & Executives
JAMES RAY MUNCHBACH
Chief Compliance Officer, Chief Executive Officer, Investment Advisor, Managing Member
- CRD
- #3062608
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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KEVIN MICHAEL LONDERGAN
--
- CRD
- #2954982
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $52,039,900 | -- |
| Non-Discretionary | $8,986,459 | -- |
| Total | $61,026,359 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Equity - OTC | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| Derivatives | Available | Available |
| Total | Available | Available |
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