BAUGHMAN FINANCIAL GROUP
Total AUM
$39.5M
Employees
3Clients
0Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
Operating Hours
9:00 - 5:00
Monday - Friday
Monday - Friday
Phone
408-354-4840
Financials
Total AUM
$39.5M
Accounts
132Discretionary
$39.5M
Accounts
132Non-Discretionary
$0
Accounts
0
Clients
None reported
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges CommissionCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
CATX
Affiliates
Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.