Bahr Financial Planning Network, Inc.
Bahr Financial Planning Network, Inc. (CRD# 154188) is a financial advisory firm headquartered in Pleasanton, CA. They manage $41,622,049 in 260 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Bahr Financial Planning Network, Inc.
By the Numbers
-
Total Assets Under Management42MILLION
-
Total Number of Accounts260ACCOUNTS
-
Average Account Value$160,085
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.
CA, FL
Financial Advisors at Bahr Financial Planning Network, Inc.
1
Blenda Raynor (CRD# 4529592) is an Investment Advisor Representative working at Bahr Financial Planning Network, Inc. in Pleasanton, CA and has over 21 years of experience in the finance industry.
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