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Kevin Charles Batstone

BAYBRIDGE CAPITAL GROUP, LLC·PLEASANTON, California
Unclaimed Profile
5976 W. LAS POSITAS BLVD, PLEASANTON, CA 94588CRD# 5833464Firm CRD# 284867
01

About

Kevin Charles Batstone is a registered financial advisor based in PLEASANTON, California, affiliated with BAYBRIDGE CAPITAL GROUP, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
BAYBRIDGE CAPITAL GROUP, LLC
BAYBRIDGE CAPITAL GROUP, LLC
AUM
$169M
Regulatory assets under management
Employees
8
Total firm employees
View all advisors at BAYBRIDGE CAPITAL GROUP, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
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Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5833464
Firm CRD# 284867
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Kevin Charles Batstone offer?
Kevin Charles Batstone specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in PLEASANTON, California for a consultation.
What are Kevin Charles Batstone's credentials?
Kevin Charles Batstone is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kevin Charles Batstone located?
Kevin Charles Batstone is based in PLEASANTON, California, working with BAYBRIDGE CAPITAL GROUP, LLC. Their office serves clients in the PLEASANTON metropolitan area and surrounding communities.
How does Kevin Charles Batstone charge for services?
Kevin Charles Batstone's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BAYBRIDGE CAPITAL GROUP, LLC?
BAYBRIDGE CAPITAL GROUP, LLC has approximately 8 employees and manages $169M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in PLEASANTON
Florentina Gabriel Gibson — FINANCIAL PERSPECTIVESBrian Glenn Frazier — ADERO PARTNERS, LLCMargaret Fluck Smith — PLEASANTON FINANCIAL ADVISORS, LLCGary Richard Smith — PLEASANTON FINANCIAL ADVISORS, LLCGrant Konstantinovich Ter-Avanesyan — GRANT PRIVATE WEALTH MANAGEMENT, INC.
Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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