What departments does The Bahnsen Group have?

The Bahnsen Group has employees across 5 departments including Arts & Design, Operations, Banking, Finance, Analytics.

What is the largest department at The Bahnsen Group?

The largest department at The Bahnsen Group is Operations with 5 employees.

Where are The Bahnsen Group employees located globally?

The Bahnsen Group has employees across 1 continents and 2 countries including United States Of America, Mexico.

How has The Bahnsen Group's team size changed over time?

The Bahnsen Group's team has grown from approximately 77 to 85 employees based on available data.

The Bahnsen Group Employee Directory

Financial ServicesCalifornia, United States51-200 Employees

The Bahnsen Group is a mid-sized financial services firm based in Newport Beach, California. It offers wealth management through an integrated approach that combines investment management, advanced planning, and relationship management to provide a cohesive client experience. The firm relies on a network of professionals, with some capabilities developed in-house and others outsourced, all coordinated to support a comprehensive client relationship.

It serves clients within a defined sphere of influence and aims to deliver quality wealth management that meaningfully shapes their financial lives. In April 2026, The Bahnsen Group integrated with HighTower Advisors, LLC to deepen capabilities across technology, operations, compliance, wealth solutions, and advisor services.

The Bahnsen Group Global Highlights

North America
95

United States Of America
94
Mexico
1

The Bahnsen Group's Leadership

D. S.
Managing Director, Partner
Mobile Phone
Email
D. D.
Partner
Mobile Phone
Email
K. M.
Partner
Mobile Phone
Email
N. S.
Partner, Private Wealth Advisor
Mobile Phone
Email
S. B.
Partner, Private Wealth Advisor
Mobile Phone
Email
K. S.
Managing Director, Partner
Mobile Phone
Email
M. G.
Director, Planning
Mobile Phone
Email
M. W.
Design Director
Mobile Phone
Email

The Bahnsen Group Employee Metrics

100%

50%

0%

2026

2025

Banking
Finance
Accounting
Business
Community & Social Services
Other

Contact profiles from The Bahnsen Group

Name

Title

Contact Info

Location

Last Update

D. S.
Managing Director, Partner
Mobile Phone
Email
United StatesGeorgia
Apr 27, 2026
D. D.
Partner
Mobile Phone
Email
United StatesOregon
Apr 27, 2026
K. M.
Partner
Mobile Phone
Email
United States
Apr 27, 2026
N. S.
Partner, Private Wealth Advisor
Mobile Phone
Email
United StatesArizona
Mar 25, 2026
S. B.
Partner, Private Wealth Advisor
Mobile Phone
Email
Apr 27, 2026
K. S.
Managing Director, Partner
Mobile Phone
Email
Oct 23, 2024
M. G.
Director, Planning
Mobile Phone
Email
United StatesNew Jersey
May 30, 2026
M. W.
Design Director
Mobile Phone
Email
United StatesNew York
Apr 27, 2026
S. L.
Director, Risk Management
Mobile Phone
Email
United StatesMinnesota
Jul 08, 2025
L. S.
Director Of Operations
Mobile Phone
Email
United StatesArkansas
Apr 27, 2026

Frequently Asked Questions

What is The Bahnsen Group known for?

The Bahnsen Group was founded in 2014 operates in the Financial Services industry. The company's main headquarters is located in 520 Newport Center Drive Newport Beach, California 92660 United States; you can contact the main corporate office by phone at

+1-949-877-****

. Explore The Bahnsen Group's company overview page for more information.

What is The Bahnsen Group's most common email format?

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

How many employees does The Bahnsen Group have currently?

The Bahnsen Group has approximately 90 employees as of June 2026. These team members are located across 1 continents, including North America.

Who are The Bahnsen Group's key employees and leadership?

As of June 2026, The Bahnsen Group's key employees include:

Managing Director, Partner: D. S.
Partner: D. D.
Partner: K. M.
Partner, Private Wealth Advisor: N. S.
Partner, Private Wealth Advisor: S. B.

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The Bahnsen Group Employee Directory

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