BAUER FINANCIAL SERVICES, INC.

BAUER FINANCIAL SERVICES, INC. is an SEC-registered investment adviser (CRD 120819). Regulatory assets under management: $21.2M.

Registration

• CRD: 120819
• Type: Registered investment adviser
• Phone: 440-708-1041
• Latest filing: 2026-01-23
• Regulatory AUM: $21.2M
• Discretionary AUM: $21.2M
• Clients: 1
• Accounts: 67

Business model

Compensation: % of AUM.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 120819 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search