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BAUTIS FINANCIAL, LLC
BAUTIS FINANCIAL, LLC
MONTCLAIR, New Jersey
·
1 registered advisor
·
CRD# 148582
SEC# 801-129584
1
862-205-5800
01
Firm Overview
AUM
$122M
Regulatory assets under management
Employees
5
Total firm employees
Advisors
1
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Compensation
Percentage of AUM
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at BAUTIS FINANCIAL, LLC
1 registered advisor
Marc Arthur Bautis
MONTCLAIR, New Jersey
CRD# 5564659
05
Office Locations
MONTCLAIR, New Jersey
1 advisor
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Data sourced from SEC Form ADV filings. BAUTIS FINANCIAL, LLC (CRD# 148582) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.