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Bautis Financial, LLC

● SEC registered since 2024CRD 148582SEC# 801-129584Montclair, NJ
Export (members)
Reg. AUM
$156.8M
Employees
5
Accounts
742
Location
Montclair, NJ

Bautis Financial, LLC assets under management

Bautis Financial, LLC operates as an SEC-registered investment adviser based in Montclair, NJ. The firm has been registered since 2024. It reports $156.8 million in regulatory assets under management and employs 5 people.
www.linkedin.com/in/marcbautisView on SEC.gov ↗

Bautis Financial, LLC owners & executives

1 reported
NameTitleOwnershipSince
Marc Arthur Bautis ControlPresident/Chief Compliance OfficerOver 75%2008

Frequently asked questions

How much does Bautis Financial, LLC manage?

Bautis Financial, LLC reports $156.8 million in regulatory assets under management on its Form ADV.

How many employees does Bautis Financial, LLC have?

Bautis Financial, LLC reports 5 employees.

Where is Bautis Financial, LLC located?

Bautis Financial, LLC is based in Montclair, NJ and has been SEC-registered since 2024.

Does Bautis Financial, LLC disclose fund performance?

Bautis Financial, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address8 Hillside Ave, Suite Ll1, Montclair, NJ 07042
Phone862-205-5800
Fax862-205-5800
Office hours9:00 a.m. - 5:00 p.m.
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$156.8M
Non-discretionary$0
Total (RAUM)$156.8M