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KEVIN BAY INVESTMENTS, LLC
KEVIN BAY INVESTMENTS, LLC
PEWAUKEE, Wisconsin
·
4 registered advisors
·
CRD# 144987
SEC# 801-68368
0
(262) 691-2013
01
Firm Overview
AUM
$128M
Regulatory assets under management
Employees
7
Total firm employees
Advisors
4
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Selection of other advisers
Charitable organization or education services
Compensation
Percentage of AUM
03
Specialties
Investment Management
Wealth Management
Fee-Only Advisory
04
Advisors at KEVIN BAY INVESTMENTS, LLC
4 registered advisors
Jan Brian Cliff
PEWAUKEE, Wisconsin
CRD# 1661650
Jean Marie Ryan
PEWAUKEE, Wisconsin
CRD# 2448882
Kevin John Bay
PEWAUKEE, Wisconsin
CRD# 1617238
Terry John Mezera
PEWAUKEE, Wisconsin
CRD# 5808893
05
Office Locations
PEWAUKEE, Wisconsin
4 advisors
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Data sourced from SEC Form ADV filings. KEVIN BAY INVESTMENTS, LLC (CRD# 144987) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.