BAUTIS FINANCIAL, LLC
CRD #148582 SEC #801-129584 MONTCLAIR, NJ 862-205-5800
SEC Registered
Total AUM
$156.8M
Discretionary
$156.8M
Employees
5
Clients
251
Accounts
742
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $156.8M | $156.8M | $0 | 5 | 2 |
| Nov 2024 | $122M | $122M | $0 | 5 | 0 |
| Mar 2024 | $122M | $122M | $0 | 5 | 0 |
| Jan 2024 | $122M | $122M | $0 | 5 | 0 |
DateFeb 2025
Total AUM$156.8M
Discretionary$156.8M
Non-Disc.$0
Employees5
Clients2
DateNov 2024
Total AUM$122M
Discretionary$122M
Non-Disc.$0
Employees5
Clients0
DateMar 2024
Total AUM$122M
Discretionary$122M
Non-Disc.$0
Employees5
Clients0
DateJan 2024
Total AUM$122M
Discretionary$122M
Non-Disc.$0
Employees5
Clients0