Be advised. This firm is no longer registered.

Kevin Bay Investments, LLC

Kevin Bay Investments, LLC (CRD# 144987) is a financial advisory firm headquartered in Pewaukee, WI. They manage $128,223,656 in 664 accounts and serve the financial needs of clients across 5 states (or territories).

Current Firm Details
285 Forest Grove Drive, Suite 105, Pewaukee, WI 53072
http://www.kevinbayinvestments.com
By the Numbers
  • Total Assets Under Management
    128
    MILLION
  • Total Number of Accounts
    664
    ACCOUNTS
  • Average Account Value
    $193,108
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, IL, MN, TX, WI

Financial Advisors at Kevin Bay Investments, LLC
No Advisor Found.

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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