Bautista Planning And Analytics, LLC
Firm details
- Headquarters
- ,
- CRD number
- 301150
- Fee structure
- Percentage of AUM, Hourly Charges, Subscription Fees, Fixed Fees
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for IndividualsPublication of PeriodicalsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Bautista Planning And Analytics, LLC is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm serves individual and family clients, with a service mix built around comprehensive financial planning and discretionary portfolio management for individuals and small businesses. In addition to client advisory work, the firm produces written material and runs educational seminars and workshops. The firm's fee menu is flexible: it charges a percentage of assets under management and also offers hourly, subscription and fixed-fee arrangements. Bautista Planning And Analytics does not present itself as a capital allocator to third‑party alternative managers, is not an active ESG investor, and operates at a single-state scale per its filing.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities100%
Contacts
1 of 1
Joseph Bautista
Financial AdvisorCRD 6442802
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations