BayRock Financial, L.L.C.
BayRock Financial, L.L.C. (“BayRock Financial,” “we,” “our,” or “us”) is committed to protecting the privacy and confidentiality of the personal information entrusted to us by our clients and visitors.
This Privacy Policy explains how we collect, use, protect, and disclose information obtained through our website and in connection with our advisory services.
By using this website, you acknowledge and agree to the terms outlined in this Privacy Policy.
Information We Collect
We may collect information that you voluntarily provide to us, including:
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Name
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Email address
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Telephone number
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Mailing address
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Financial information
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Information submitted through contact forms
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Information provided during advisory or planning engagements
We may also collect certain technical information automatically through website usage.
Information Collected Automatically
When you visit our website, certain information may be collected automatically, including:
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IP address
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Browser type
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Device type
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Operating system
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Referring website
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Pages visited
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Time spent on pages
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Website usage data
This information is generally used to improve website functionality, security, and user experience.
How We Use Information
Information collected may be used to:
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Respond to inquiries
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Provide requested information
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Deliver advisory services
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Maintain client relationships
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Improve website functionality
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Communicate with clients and prospects
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Comply with legal and regulatory requirements
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Protect against fraud and unauthorized access
Information Sharing
BayRock Financial does not sell personal information.
We may share information when necessary to:
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Provide advisory services
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Comply with legal obligations
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Respond to regulatory requests
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Protect client interests
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Protect against fraud or unauthorized activity
Information may be shared with trusted service providers that assist in the operation of our business, subject to appropriate confidentiality and security obligations.
Protection of Information
BayRock Financial maintains administrative, technical, and physical safeguards designed to protect personal information.
These safeguards may include:
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Encryption
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Multi-factor authentication
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Secure systems and networks
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Access controls
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Ongoing security monitoring
While no security system is guaranteed to be completely secure, we take reasonable steps to protect personal information.
Cookies and Tracking Technologies
Our website may use cookies and similar technologies to:
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Improve website performance
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Analyze website traffic
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Enhance user experience
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Remember user preferences
Visitors may adjust browser settings to manage or disable cookies; however, doing so may affect website functionality.
Third-Party Websites
This website may contain links to third-party websites.
BayRock Financial is not responsible for:
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Privacy practices
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Content
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Security
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Policies
of third-party websites.
Visitors should review the privacy policies of any third-party websites they visit.
Email Communications
If you choose to communicate with us via email or online forms, please understand that email transmissions may not always be secure.
Sensitive information should not be transmitted through unsecured email unless appropriate protections are in place.
Children’s Privacy
This website is not directed toward children under the age of 13.
BayRock Financial does not knowingly collect personal information from children through this website.
If we become aware that information has been collected from a child without appropriate consent, we will take reasonable steps to remove that information.
Your Rights
Depending on applicable laws and regulations, individuals may have rights relating to their personal information, including the ability to:
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Request access to information
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Request corrections
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Request deletion where permitted by law
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Request limitations on certain uses of information
Requests may be submitted using the contact information provided below.
Regulatory Privacy Notice
As a registered investment adviser, BayRock Financial is subject to privacy requirements established under applicable federal and state regulations.
Clients may receive separate privacy notices as required by law that provide additional details regarding how nonpublic personal information is collected, shared, and protected.
Changes to This Privacy Policy
BayRock Financial reserves the right to update this Privacy Policy periodically.
Changes will be reflected by updating the effective date shown below.
Visitors are encouraged to review this page periodically for updates.
Contact Information
If you have questions regarding this Privacy Policy, please contact:
BayRock Financial, L.L.C.
Website: https://bayrockfinancial.com/
Contact Page:
Learn More About BayRock Financial
Effective Date: June 2026