Baughman Financial Group

Baughman Financial Group (CRD# 148649) is a financial advisory firm headquartered in Novato, CA. They manage $58,100,000 in 136 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
7250 Redwood Blvd, Suite 300, Novato, CA 94945
http://baughmanfinancial.com
By the Numbers
  • Total Assets Under Management
    58
    MILLION
  • Total Number of Accounts
    136
    ACCOUNTS
  • Average Account Value
    $427,206
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Commissions
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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, TX

Financial Advisors at Baughman Financial Group
Showing 1 - 1 of 1 top financial advisors.
1
John Baughman, financial advisor Novato CA
John K. Baughman
CRD#: 2250204
7250 Redwood Blvd, Suite 300, Novato, CA 94945

John Baughman (CRD# 2250204) is an Investment Advisor Representative working at Baughman Financial Group in Novato, CA and has over 31 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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