Bautis Financial, LLC

Bautis Financial, LLC (CRD# 148582) is a financial advisory firm headquartered in Montclair, NJ. They manage $121,970,868 in 676 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
8 Hillside Ave, Suite Ll1, Montclair, NJ 07042
https://www.linkedin.com/in/marcbautis/
By the Numbers
  • Total Assets Under Management
    122
    MILLION
  • Total Number of Accounts
    676
    ACCOUNTS
  • Average Account Value
    $180,430
Compensation Options
  • A percentage of assets under your management
  • 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
The map below shows states where this firm has explicit registration only.

FL, NJ, NY

Financial Advisors at Bautis Financial, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Marc Bautis, financial advisor Montclair NJ
Marc A. Bautis
CRD#: 5564659
8 Hillside Ave, Suite Ll1, Montclair, NJ 07042

Marc Bautis (CRD# 5564659) is an Investment Advisor Representative working at Bautis Financial, LLC in Montclair, NJ and has over 15 years of experience in the finance industry.

2
John Williams, financial advisor Montclair NJ
John H. Williams
CRD#: 6750455
8 Hillside Ave, Suite Ll1, Montclair, NJ 07042

John Williams (CRD# 6750455) is an Investment Advisor Representative working at Bautis Financial, LLC in Montclair, NJ and has over 7 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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