BAUER WEALTH MANAGEMENT INC.
Colorado Springs, Colorado
5.0
3 Reviews
Bauer Wealth Management Inc., headquartered in Colorado Springs, CO, is a reputable small investment advisory firm with a strong presence in the financial market. With over 70 individual clients and an impressive $103,579,000 in assets under management, they have established themselves as a trusted partner in wealth management. As an investment advisory firm, Bauer Wealth Management Inc. caters to a diverse clientele, providing comprehensive financial services. While managing 401K and individual accounts comprises less than 30% of their assets under management, they possess the expertise to handle employer funds. Notably, an impr...
See more
Loading...

Assets Under Mgmt

$103.58M

Investment Professionals

3

Locations

0

% 401K & Individual

13%

% Discretionary

99%
Compensation Structure
A percentage of assets under your management
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Pension consulting services
This information was provided by Mployer and is based on publicly available information made available by employers, brokers and carriers. While efforts are made to validate and confirm the information, there could be inaccuracies. All information and ratings are based on Mployer’s opinion only and should be one of many factors used when evaluating brokers. If there are any inaccuracies in the information, please reach out to Mployer using the contact us form and we will review your submission and make changes as we deem appropriate.