ANNAPOLIS FINANCIAL SERVICES, LLC
Legal name: BAY POINT WEALTH
CRD #123095 SEC #801-95167 ANNAPOLIS, MD 410-626-8198
SEC Registered
Total AUM
$399.2M
Discretionary
$399.2M
Employees
8
Clients
101
Accounts
688
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2024 | $399.2M | $399.2M | $0 | 8 | 14 |
| Mar 2024 | $399.2M | $399.2M | $0 | 8 | 14 |
| Mar 2024 | $399.2M | $399.2M | $0 | 8 | 14 |
| Oct 2023 | $624.9M | $624.2M | $662K | 15 | 92 |
| Aug 2023 | $624.9M | $624.2M | $662K | 15 | 92 |
| Mar 2023 | $624.9M | $624.2M | $662K | 15 | 92 |
| Mar 2023 | $624.9M | $624.2M | $662K | 15 | 92 |
| Nov 2022 | $698.8M | $698M | $784.9K | 14 | 26 |
| Nov 2022 | $698.8M | $698M | $784.9K | 14 | 26 |
| Aug 2022 | $698.8M | $698M | $784.9K | 14 | 26 |
| May 2022 | $698.8M | $698M | $784.9K | 14 | 26 |
| Mar 2022 | $698.8M | $698M | $784.9K | 14 | 26 |
| Mar 2022 | $698.8M | $698M | $784.9K | 14 | 26 |
| Dec 2021 | $537.5M | $536.8M | $654.4K | 14 | 30 |
| Nov 2021 | $537.5M | $536.8M | $654.4K | 14 | 30 |
| Jun 2021 | $537.5M | $536.8M | $654.4K | 14 | 30 |
| Mar 2021 | $537.5M | $536.8M | $654.4K | 14 | 30 |
| Nov 2020 | $376.5M | $358M | $18.5M | 11 | 29 |
| Aug 2020 | $376.5M | $358M | $18.5M | 11 | 29 |
| Jun 2020 | $376.5M | $358M | $18.5M | 11 | 29 |
| Mar 2020 | $376.5M | $358M | $18.5M | 11 | 29 |
| Jan 2020 | $203.9M | $203.9M | $0 | 7 | 4 |
| Mar 2019 | $203.9M | $203.9M | $0 | 7 | 4 |
| Mar 2018 | $180.6M | $180.6M | $0 | 8 | 5 |
| Sep 2017 | $131.3M | $131.3M | $0 | 8 | 26 |
| Feb 2017 | $131.3M | $131.3M | $0 | 7 | 26 |
| Nov 2016 | $120.4M | $120.4M | $0 | 7 | 26 |
| Mar 2016 | $120.4M | $120.4M | $0 | 5 | 26 |
| Dec 2015 | $123.4M | $123.4M | $0 | 3 | 26 |
| Jul 2015 | $123.4M | $123.4M | $0 | 3 | 26 |
| Apr 2015 | $123.4M | $123.4M | $0 | 3 | 26 |
| Apr 2015 | $123.4M | $123.4M | $0 | 3 | 26 |
| Jul 2012 | $70.8M | $70.8M | $0 | 1 | 26 |
| Jun 2012 | $70.8M | $70.8M | $0 | 1 | 26 |
| Apr 2012 | $70.8M | $70.8M | $0 | 1 | 26 |
| Mar 2012 | $70.8M | $70.8M | $0 | 1 | 26 |
| May 2011 | $66.4M | $66.4M | $0 | 5 | -- |
| Mar 2009 | $501.2M | $501.2M | $0 | 5 | -- |
| Oct 2007 | $60.8M | $60.8M | $0 | 5 | -- |
DateJul 2024
Total AUM$399.2M
Discretionary$399.2M
Non-Disc.$0
Employees8
Clients14
DateMar 2024
Total AUM$399.2M
Discretionary$399.2M
Non-Disc.$0
Employees8
Clients14
DateMar 2024
Total AUM$399.2M
Discretionary$399.2M
Non-Disc.$0
Employees8
Clients14
DateOct 2023
Total AUM$624.9M
Discretionary$624.2M
Non-Disc.$662K
Employees15
Clients92
DateAug 2023
Total AUM$624.9M
Discretionary$624.2M
Non-Disc.$662K
Employees15
Clients92
DateMar 2023
Total AUM$624.9M
Discretionary$624.2M
Non-Disc.$662K
Employees15
Clients92
DateMar 2023
Total AUM$624.9M
Discretionary$624.2M
Non-Disc.$662K
Employees15
Clients92
DateNov 2022
Total AUM$698.8M
Discretionary$698M
Non-Disc.$784.9K
Employees14
Clients26
DateNov 2022
Total AUM$698.8M
Discretionary$698M
Non-Disc.$784.9K
Employees14
Clients26
DateAug 2022
Total AUM$698.8M
Discretionary$698M
Non-Disc.$784.9K
Employees14
Clients26
DateMay 2022
Total AUM$698.8M
Discretionary$698M
Non-Disc.$784.9K
Employees14
Clients26
DateMar 2022
Total AUM$698.8M
Discretionary$698M
Non-Disc.$784.9K
Employees14
Clients26
DateMar 2022
Total AUM$698.8M
Discretionary$698M
Non-Disc.$784.9K
Employees14
Clients26
DateDec 2021
Total AUM$537.5M
Discretionary$536.8M
Non-Disc.$654.4K
Employees14
Clients30
DateNov 2021
Total AUM$537.5M
Discretionary$536.8M
Non-Disc.$654.4K
Employees14
Clients30
DateJun 2021
Total AUM$537.5M
Discretionary$536.8M
Non-Disc.$654.4K
Employees14
Clients30
DateMar 2021
Total AUM$537.5M
Discretionary$536.8M
Non-Disc.$654.4K
Employees14
Clients30
DateNov 2020
Total AUM$376.5M
Discretionary$358M
Non-Disc.$18.5M
Employees11
Clients29
DateAug 2020
Total AUM$376.5M
Discretionary$358M
Non-Disc.$18.5M
Employees11
Clients29
DateJun 2020
Total AUM$376.5M
Discretionary$358M
Non-Disc.$18.5M
Employees11
Clients29
DateMar 2020
Total AUM$376.5M
Discretionary$358M
Non-Disc.$18.5M
Employees11
Clients29
DateJan 2020
Total AUM$203.9M
Discretionary$203.9M
Non-Disc.$0
Employees7
Clients4
DateMar 2019
Total AUM$203.9M
Discretionary$203.9M
Non-Disc.$0
Employees7
Clients4
DateMar 2018
Total AUM$180.6M
Discretionary$180.6M
Non-Disc.$0
Employees8
Clients5
DateSep 2017
Total AUM$131.3M
Discretionary$131.3M
Non-Disc.$0
Employees8
Clients26
DateFeb 2017
Total AUM$131.3M
Discretionary$131.3M
Non-Disc.$0
Employees7
Clients26
DateNov 2016
Total AUM$120.4M
Discretionary$120.4M
Non-Disc.$0
Employees7
Clients26
DateMar 2016
Total AUM$120.4M
Discretionary$120.4M
Non-Disc.$0
Employees5
Clients26
DateDec 2015
Total AUM$123.4M
Discretionary$123.4M
Non-Disc.$0
Employees3
Clients26
DateJul 2015
Total AUM$123.4M
Discretionary$123.4M
Non-Disc.$0
Employees3
Clients26
DateApr 2015
Total AUM$123.4M
Discretionary$123.4M
Non-Disc.$0
Employees3
Clients26
DateApr 2015
Total AUM$123.4M
Discretionary$123.4M
Non-Disc.$0
Employees3
Clients26
DateJul 2012
Total AUM$70.8M
Discretionary$70.8M
Non-Disc.$0
Employees1
Clients26
DateJun 2012
Total AUM$70.8M
Discretionary$70.8M
Non-Disc.$0
Employees1
Clients26
DateApr 2012
Total AUM$70.8M
Discretionary$70.8M
Non-Disc.$0
Employees1
Clients26
DateMar 2012
Total AUM$70.8M
Discretionary$70.8M
Non-Disc.$0
Employees1
Clients26
DateMay 2011
Total AUM$66.4M
Discretionary$66.4M
Non-Disc.$0
Employees5
Clients--
DateMar 2009
Total AUM$501.2M
Discretionary$501.2M
Non-Disc.$0
Employees5
Clients--
DateOct 2007
Total AUM$60.8M
Discretionary$60.8M
Non-Disc.$0
Employees5
Clients--