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
By the Numbers
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Total Assets Under Management128MILLION
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Total Number of Accounts664ACCOUNTS
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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
Registered Investment Advisor
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.
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