Bautista Planning And Analytics, LLC

Bautista Planning And Analytics, LLC (CRD# 301150) is a financial advisory firm headquartered in , . They manage $954,000 in 5 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
https://sleekbio.com/bautistaplanningandanalytics
By the Numbers
  • Total Assets Under Management
    1
    MILLION
  • Total Number of Accounts
    5
    ACCOUNTS
  • Average Account Value
    $190,800
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Subscription fees (for a newsletter or periodical)
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

OR, TX

Financial Advisors at Bautista Planning And Analytics, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Joseph Bautista, financial advisor Sandy OR
Joseph J. Bautista
CRD#: 6442802
Sandy, OR

Joseph Bautista (CRD# 6442802) is an Investment Advisor Representative working at Bautista Planning And Analytics, LLC in Sandy, OR and has over 9 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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