Entities

The Bahnsen Group

The Bahnsen Group is a bi-coastal wealth management firm managing over $2 billion in client capital. It aims to be the greatest provider of wealth management services to all. It is composed of a highly specialized network of professionals providing both insource and outsource services. The Bahnsen Group has built an outstanding reputation for delivering investment strategies and wealth management experiences. The firm has a passionate commitment to the idea that a successful wealth management strategy comes from knowing clients, and truly understanding their needs.