Bayrock Financial, LLC

Bayrock Financial, LLC (CRD# 305467) is a financial advisory firm headquartered in Houston, TX. They manage $14,260,000 in 79 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
5000 Gulf Freeway, Houston, TX 77023
https://bayrockfinancial.com/
By the Numbers
  • Total Assets Under Management
    14
    MILLION
  • Total Number of Accounts
    79
    ACCOUNTS
  • Average Account Value
    $180,506
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Bayrock Financial, LLC
Showing 1 - 1 of 1 top financial advisors.
1
James Munchbach, financial advisor Houston TX
James R. Munchbach
CRD#: 3062608
5000 Gulf Freeway, Houston, TX 77023

James Munchbach (CRD# 3062608) is an Investment Advisor Representative working at Bayrock Financial, LLC in Houston, TX and has over 25 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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