CRD: 309477
Bales Financial Advisors, INC
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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail
- Platforms
- Available
- Established Date
- 07-02-2020
- Office Locations
- 1
Office Locations
About Bales Financial Advisors, INC
Bales Financial Advisors (Bales Financial Group) is a Georgia-registered RIA focused on retirement-oriented financial planning. The team works one-on-one with clients in Georgia and beyond on financial, legacy, and retirement income planning, investments, and insurance. Portfolios emphasize asset allocation and risk management, often implemented with ETFs and mutual funds, with custody through Schwab and Fidelity. The firm also hosts local educational workshops.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
Mark Steven Anglin
Chief Compliance Officer, Financial Advisor, INVESTMENT ADVISOR REPRESENTATIVE, Managing Member
- CRD
- #7054988
- Ownership
- 50% but less than 75%
DWIGHT DAVID BALES
Chief Executive Officer, Chief Financial Officer
- CRD
- --
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
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Joseph Luke Martin
Financial Advisor, General Partner
- CRD
- #7904918
Showing 1 of 3 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $51,123,562 | -- |
| Non-Discretionary | $0 | -- |
| Total | $51,123,562 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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