$1.1M Total AUM
$1.1M Disc. AUM
-- 3Y CAGR
1 Employees
4 ADV. Clients
6 yrs Firm Age
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- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-31-2020
- Office Locations
- 1
Office Locations
3712 Aster DR Sarasota FL
About Bates Real Estate AND Financial Advisory Services
Bates Real Estate AND Financial Advisory Services is a Sarasota-based RIA. The firm has been operating for 6 years. Managing $1.1M in total assets under management, with 1 advisory representatives. They custody assets with Fidelity/NFS.
Team overview
-- AVG AGE
$1.1M AVG AUM / ADVISOR
$278.3K AVG AUM / CLIENT
6.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
6yrs Firm Age
Insights
Available
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Asset Classes
Available
Owner & Executives
M
Markus Bates
Executive Vice President, President
- CRD
- #7129060
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,113,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $1,113,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Cash:
Available Equity - Exchange:
Available Corporate - Investment Grade:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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