Bautis Financial, LLC

Bautis Financial, LLC (CRD# 148582) is a financial advisory firm headquartered in , . They manage $25,247,000 in 331 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    25
    MILLION
  • Total Number of Accounts
    331
    ACCOUNTS
  • Average Account Value
    $76,275
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

NJ, NY

Financial Advisors at Bautis Financial, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Marc A. Bautis
CRD#: 5564659
Montclair, NJ
93
Wealthminder
score

Marc Bautis (CRD# 5564659) is an Investment Advisor Representative working at Bautis Financial, LLC in Montclair, NJ and has over 8 years of experience in the finance industry.

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