BAUTISTA PLANNING AND ANALYTICS, LLC

BAUTISTA PLANNING AND ANALYTICS, LLC is an SEC-registered investment adviser (CRD 301150). Regulatory assets under management: $665K.

Registration

• CRD: 301150
• Type: Registered investment adviser
• Phone: 458-227-9655
• Latest filing: 2026-03-31
• Regulatory AUM: $665K
• Discretionary AUM: $665K
• Clients: 1
• Accounts: 2

Business model

Compensation: % of AUM, Hourly, Fixed, Subscription.

Clients served: Individuals, High net worth, Corporations.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 301150 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search