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Michael D. Baumann

TRADE STREET INVESTMENT ADVISER, LLLP·AVENTURA, Florida
Clean recordTRADE STREET INVESTMENT ADVISER, LLLP
19950 W. COUNTRY CLUB DRIVE, AVENTURA, FL 33180CRD# 4672878Firm CRD# 127258

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Michael D. Baumann · AVENTURA, FL
Registration
CRD #4672878 · TRADE STREET INVESTMENT ADVISER, LLLP
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Michael D. Baumann is a registered financial advisor based in AVENTURA, Florida, affiliated with TRADE STREET INVESTMENT ADVISER, LLLP. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Wealth Management
Client Types
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
TRADE STREET INVESTMENT ADVISER, LLLP
TRADE STREET INVESTMENT ADVISER, LLLP
AUM
$358M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at TRADE STREET INVESTMENT ADVISER, LLLP →
Services
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 4672878
Firm CRD# 127258
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Michael D. Baumann offer?
Michael D. Baumann specializes in Retirement Planning, Wealth Management. Contact their office in AVENTURA, Florida for a consultation.
What are Michael D. Baumann's credentials?
Michael D. Baumann is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Michael D. Baumann located?
Michael D. Baumann is based in AVENTURA, Florida, working with TRADE STREET INVESTMENT ADVISER, LLLP. Their office serves clients in the AVENTURA metropolitan area and surrounding communities.
How does Michael D. Baumann charge for services?
Michael D. Baumann's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is TRADE STREET INVESTMENT ADVISER, LLLP?
TRADE STREET INVESTMENT ADVISER, LLLP has approximately 6 employees and manages $358M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at TRADE STREET INVESTMENT ADVISER, LLLP

Heidi Baumann
AVENTURA, FL
Humberto L Lopez
AVENTURA, FL
Herbert Clifton Skinner
AVENTURA, FL

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Research
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