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Marcus Matthew Bauman

16 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningEducation PlanningInsurance Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
33 advisors
Number of Clients
2,151 clients
Average Client Portfolio
$157K average
Assets Under Management
$337.8M

Fee Structure

Minimum Investment:$1K
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Location

11815 Fountain Way, Suite 300, Newport News, VA, 23606

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Marcus operates Bauman Financial, LLC as the organizational entity for his financial practice. He spends a few hours per week as an attorney as part of his IAR business.

Employment History
Current Registrations
Interactive Financial Advisors
July 2013 - Present · 12 yrs 7 mos
Previous Registrations
1st Global Advisors INC
September 2008 - October 2012 · 4 yrs 1 mo
State Registrations1 state
VA
Advisor
Exams
No exam information available for this advisor.
Marcus Matthew Bauman - Financial Advisor | TrueAdvisor