Bridgebay Financial, Inc.
SEC-registered
Investment Adviser
CRD 130279
· SEC file 801-108193
· San Ramon, CA
· WWW.BRIDGEBAY.COM
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ADV data as of Mar 23, 2026
- Regulatory AUM
- —
- Discretionary
- —
- Clients
- —
- Avg AUM / client
- —
- Accounts
- —
- Employees
- 2
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pension and profit sharing plans | Fewer than 5 clients | — | — |
| Corporations and other businesses | Fewer than 5 clients | — | — |
| Other | Fewer than 5 clients | — | — |
People (2)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Grace Linda Ruiz Zaiko | President & Chief Compliance Officer | Dec 1987 (39y) | 75% or more | |
| Nicholas Ruiz Zaiko | Registered representative | Aug 2007 (19y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/23/2026 | 952 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Hourly charges
- • Fixed fees
- • Other fees
- • PER RULE 206(4)-3 FEE AGREEMENTS
Services
- • Pension consulting services
- • Selection of other advisers
- • Educational seminars/workshops
- • Other services
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 23, 2026.
View current Form ADV (SEC/IAPD) ↗