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Building 2BAUTIS FINANCIAL, LLC

Map pinMONTCLAIR, NJ
Phone862-205-5800
NotebookSEC #801-129584
Total AUM
$197.4M
Employees
5
Clients
275

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
8 HILLSIDE AVE
SUITE LL1
MONTCLAIR
NJ 07042
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
862-205-5800
Other Offices
1

ReceiptFinancials

Total AUM
$197.4M
Accounts
797
Discretionary
$197.4M
Accounts
797
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
248
AUM
$121.1M
HNW Individual Clients
27
AUM
$76.3M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLNJNY

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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