Bales Financial Advisors, Inc.

Bales Financial Advisors, Inc. (CRD# 309477) is a financial advisory firm headquartered in Cumming, GA. They manage $31,865,895 in 298 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
212 Webb Street, Suite 101, Cumming, GA 30040
By the Numbers
  • Total Assets Under Management
    32
    MILLION
  • Total Number of Accounts
    298
    ACCOUNTS
  • Average Account Value
    $106,933
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

GA

Financial Advisors at Bales Financial Advisors, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Mark Anglin, financial advisor Cumming GA
Mark S. Anglin
CRD#: 7054988
212 Webb Street, Suite 101, Cumming, GA 30040

Mark Anglin (CRD# 7054988) is an Investment Advisor Representative working at Bales Financial Advisors, Inc. in Cumming, GA and has over 5 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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