CRD: 301150
Bautista Planning AND Analytics, LLC
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- Custodian
- Betterment
- Clients
- Retail
- Platforms
- Available
- Established Date
- 06-24-2019
- Office Locations
- 1
Office Locations
About Bautista Planning AND Analytics, LLC
Bautista Planning and Analytics is a boutique RIA that pairs holistic financial planning with business consulting and analytics. For individuals, it builds tax-efficient portfolios and planning around goals like student loans and equity compensation; for organizations, it uses descriptive, predictive, and prescriptive analytics via an 8-step roadmap to uncover operational gaps. Portfolios are implemented primarily with ETFs and custodied at Betterment.
Team overview
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Asset Classes
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Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
JOSEPH JOHNSON BAUTISTA
Investment Advisor
- CRD
- #6442802
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $665,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $665,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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