B
CRD: 154188
Bahr Financial Planning Network, Inc.
Eagle, ID, 83616
5103631993
$54.0M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
80 ADV. Clients
15 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 08-11-2010
- Office Locations
- 1
Office Locations
408 S. Eagle Road, Suite 205 Eagle ID
About Bahr Financial Planning Network, Inc.
Bahr Financial Planning Network, Inc. is a Eagle-based RIA. The firm has been operating for 15 years. Managing $54.0M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Estate Planning, Financial Planning, Insurance.
Team overview
46 AVG AGE
$54.0M AVG AUM / ADVISOR
$674.5K AVG AUM / CLIENT
15.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
15yrs Firm Age
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Asset Classes
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Investment Themes
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Investment Vehicles
Bridge north
Services
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Owner & Executives
BLENDA RAYNOR
Chief Compliance Officer, Financial Advisor, President
- CRD
- #4529592
- Ownership
- 75% or more
(337) 552-5574
beacon.bridge@signalcapital.com
in linkedin.com/in/fusion-value
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $53,956,350 | -- |
| Total | $53,956,350 | -- |
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Separately Managed Accounts
Total SMA Asset: $53,956,350
Public Funds:
25.0% Cash:
47.5% Equity - Exchange:
27.5% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $537,259,740 | 25.0% |
| Cash | $1,020,793,506 | 47.5% |
| Equity - Exchange | $590,985,713 | 27.5% |
| Total | $2,149,038,959 | 100.0% |