Baughman Financial Group
Baughman Financial Group (CRD# 148649) is a financial advisory firm headquartered in Novato, CA. They manage $58,100,000 in 136 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management58MILLION
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Total Number of Accounts136ACCOUNTS
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Average Account Value$427,206
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Commissions
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, TX
Financial Advisors at Baughman Financial Group
1
John Baughman (CRD# 2250204) is an Investment Advisor Representative working at Baughman Financial Group in Novato, CA and has over 31 years of experience in the finance industry.
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