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Robert Watson Bauer

MADRONA FUNDS, LLC·EVERETT, Washington
Series 65Clean record17 years registeredMADRONA FUNDS, LLC
2911 BOND STREET, EVERETT, WA 98201CRD# 4468723Firm CRD# 155442

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Robert Watson Bauer · EVERETT, WA
Registration
CRD #4468723 · MADRONA FUNDS, LLC · 17 years registered
Brand Profile
Not yet started
01

Career History

Oct 2008present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · October 10, 2008
Years registered · 17
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
MADRONA FUNDS, LLC
CRD 155442 · SEC 801-71935
AUM
$54M
Regulatory assets under management
Employees
6
3 client accounts
Services offered by MADRONA FUNDS, LLC
Per Form ADV
Portfolio management (pooled investments)
Client types served by the firm
Per Form ADV
Institutional Investors
Introduction

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05

Frequently Asked Questions

What services does Robert Watson Bauer offer?
Robert Watson Bauer specializes in Investment Management, Fee-Only Advisory. Contact their office in EVERETT, Washington for a consultation.
What are Robert Watson Bauer's credentials?
Robert Watson Bauer is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Robert Watson Bauer located?
Robert Watson Bauer is based in EVERETT, Washington, working with MADRONA FUNDS, LLC. Their office serves clients in the EVERETT metropolitan area and surrounding communities.
How does Robert Watson Bauer charge for services?
Robert Watson Bauer's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MADRONA FUNDS, LLC?
MADRONA FUNDS, LLC has approximately 6 employees and manages $54M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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