Bazis Private Wealth, LLC
Bazis Private Wealth, LLC (CRD# 148605) is a financial advisory firm headquartered in Omaha, NE. They manage $182,780,384 in 466 accounts and serve the financial needs of clients across 7 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management183MILLION
-
Total Number of Accounts466ACCOUNTS
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Average Account Value$392,233
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
FL, IA, IL, NE, OK, TX, VA
Financial Advisors at Bazis Private Wealth, LLC
1
Duane Bazis (CRD# 1369632) is an Investment Advisor Representative working at Bazis Private Wealth, LLC in Omaha, NE and has over 38 years of experience in the finance industry.
2
Richard McGinness (CRD# 6316315) is an Investment Advisor Representative working at Bazis Private Wealth, LLC in Omaha, NE and has over 9 years of experience in the finance industry.
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