What departments does Bautis Financial have?

Bautis Financial has employees across 1 departments including Marketing.

What is the largest department at Bautis Financial?

The largest department at Bautis Financial is Marketing with 1 employees.

Where are Bautis Financial employees located globally?

Bautis Financial has employees across 1 continents and 1 countries including United States Of America.

How has Bautis Financial's team size changed over time?

Bautis Financial's team has decreased from approximately 4 to 3 employees based on available data.

Bautis Financial Employee Directory

Financial ServicesNew Jersey, United States2-10 Employees

Bautis Financial operates in the financial services sector and is based in Montclair, New Jersey. The firm positions itself as a fiduciary, committing to act solely in the best interests of clients and to disclose conflicts of interest openly. Its service model combines investment management with financial planning and wealth management, emphasizing asset allocation and goal-based planning rather than focusing only on investments. The approach centers on building a customized portfolio aligned with clients' goals and serving as a coordinated financial team over time, with attentive, high-touch service.

The client base consists of individuals and families seeking an integrated approach to wealth planning and investment management, with strategies built around goals, cash flow, and life events. The firm provides unbiased guidance with no proprietary products and coordinates activities with clients and their other advisors; in August 2024, Bautis Financial added Dylan Kramer to its team.

Bautis Financial Global Highlights

North America
6

United States Of America
6

Bautis Financial's Leadership

K. M.
Marketing Manager
Mobile Phone
Email

Bautis Financial Employee Metrics

100%

50%

0%

2026

2025

Banking
Accounting
Administrative
Analytics
Arts & Design
Other

Contact profiles from Bautis Financial

Name

Title

Contact

Location

Last Update

K. M.
Marketing Manager
Mobile Phone
Email
Jun 29, 2026

Frequently Asked Questions

What is Bautis Financial known for?

Bautis Financial was founded in 2008 operates in the Financial Services industry. Explore Bautis Financial's company overview page for more information.

What is Bautis Financial's most common email format?

Bautis Financial employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Bautis Financial email formats with LeadIQ.

How many employees does Bautis Financial have currently?

Bautis Financial has approximately 5 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Bautis Financial's key employees and leadership?

As of July 2026, Bautis Financial's key employees include:

Marketing Manager: K. M.

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Bautis Financial Employee Directory

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