$21.2M Total AUM
$21.2M Disc. AUM
-- 3Y CAGR
1 Employees
67 ADV. Clients
26 yrs Firm Age
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- Custodian
- --
- Clients
- Retail
- Platforms
- Available
- Established Date
- 10-06-1999
- Office Locations
- 1
Office Locations
-- Sarasota FL
About Bauer Financial Services, Inc.
Bauer Financial Services, Inc. provides independent analysis and ratings of U.S. banks and credit unions, serving bankers/boards and deposit & CD investors who want added confidence in institution strength. The firm publishes regular research on loan quality and bank M&A trends based on FDIC data, and is noted for long-standing use by regulators. Public filings show its advisory portfolios are primarily ETFs and cash. Trusted since 1983.
Team overview
59 AVG AGE
$21.2M AVG AUM / ADVISOR
$316.0K AVG AUM / CLIENT
26.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
26yrs Firm Age
Insights
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Asset Classes
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CRM
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Custodian
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Fund Managers
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Platform
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Technology
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Owner & Executives
T
THOMAS CHARLES BAUER
Owner, President
- CRD
- #4548728
- Ownership
- 75% or more
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $21,168,955 | -- |
| Non-Discretionary | $0 | -- |
| Total | $21,168,955 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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