BALES FINANCIAL ADVISORS, INC

BALES FINANCIAL ADVISORS, INC of CUMMING, GA is an SEC-registered investment adviser (CRD 309477). Regulatory assets under management: $51.1M.

Registration

• CRD: 309477
• Type: Registered investment adviser
• Location: 212 WEBB STREET, CUMMING, GA, 30040
• Phone: 678-807-7157
• Latest filing: 2026-02-16
• Regulatory AUM: $51.1M
• Discretionary AUM: $51.1M
• Clients: 2
• Accounts: 384

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 309477 on SEC IAPD (source of record)
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