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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-06-2009
- Office Locations
- 1
Office Locations
About Bautis Financial, LLC
Bautis Financial is a Montclair, NJ-based wealth management firm providing personalized financial planning and portfolio guidance for individuals, including retirees and business owners. The team focuses on preserving and growing wealth with an emphasis on risk management, using technology-driven analysis to align portfolios to each client’s acceptable risk/reward profile. It also offers a “Retirement Fitness Challenge” education program.
Team overview
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Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
MARC ARTHUR BAUTIS
Chief Compliance Officer, President, Wealth Manager
- CRD
- #5564659
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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John Hamilton Williams
Wealth Advisor
- CRD
- #6750455
Showing 1 of 2 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $197,360,737 | $247,630 |
| Non-Discretionary | $0 | -- |
| Total | $197,360,737 | $247,630 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Derivatives | Available | Available |
| Equity - OTC | Available | Available |
| Private Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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