BAUTIS FINANCIAL, LLC
Tel: 862-205-5800 8 Hillside Ave Suite Ll1 Montclair, New Jersey 07042
About BAUTIS FINANCIAL, LLC
BAUTIS FINANCIAL, LLC is a Montclair, New Jersey based financial advisory firm with nearly $156,774,640 in assets under management and provides investment advisory services for 742 clients. There are currently 5 financial advisors at the firm.
General Information
Firm CRD#:
148582
Firm SEC#:
801-129584
Assets Under Management:
$156,774,640
No. of Clients:
742
No. of Advisors:
5
Advisory Services Provided:
Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Fee Structure:
A percentage of AUM, Fixed fees
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