What departments does The Bahnsen Group have?

The Bahnsen Group has employees across 1 departments including Banking.

What is the largest department at The Bahnsen Group?

The largest department at The Bahnsen Group is Banking with 1 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 90 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
99

United States Of America
98
Mexico
1

The Bahnsen Group's Leadership

S. B.
Partner, Private Wealth Advisor
Mobile Phone
Email
K. S.
Managing Director, Partner
Mobile Phone
Email
D. B.
Senior Wealth Advisor, Director Of Strategic Alliances
Mobile Phone
Email
G. G.
Senior Wealth Advisor Director Investment Banking
Mobile Phone
Email
M. K.
Private Wealth Advisor
Mobile Phone
Email
T. P.
Associate Private Wealth Advisor
Mobile Phone
Email
N. D.
Private Wealth Advisor
Mobile Phone
Email
C. B.
Private Wealth Advisor
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

Location

Last Update

S. B.
Partner, Private Wealth Advisor
Mobile Phone
Email
Apr 27, 2026
K. S.
Managing Director, Partner
Mobile Phone
Email
Oct 23, 2024
D. B.
Senior Wealth Advisor, Director Of Strategic Alliances
Mobile Phone
Email
Oct 22, 2024
G. G.
Senior Wealth Advisor Director Investment Banking
Mobile Phone
Email
Jun 25, 2025
M. K.
Private Wealth Advisor
Mobile Phone
Email
Apr 15, 2026
T. P.
Associate Private Wealth Advisor
Mobile Phone
Email
Sep 06, 2026
N. D.
Private Wealth Advisor
Mobile Phone
Email
Jul 09, 2026
C. B.
Private Wealth Advisor
Mobile Phone
Email
Jun 26, 2026
B. P. C.
Private Wealth Advisor
Mobile Phone
Email
Oct 23, 2024

Frequently Asked Questions

What is The Bahnsen Group known for?

The Bahnsen Group was founded in 2014 and operates in the Financial Services industry. You can contact The Bahnsen Group's 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 FLast@thebahnsengroup.com. 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 95 employees as of August 2026. These team members are located across 1 continents, including North America.

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

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

Partner, Private Wealth Advisor: S. B.
Managing Director, Partner: K. S.
Senior Wealth Advisor, Director Of Strategic Alliances: D. B.
Senior Wealth Advisor Director Investment Banking: G. G.
Private Wealth Advisor: M. K.

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The Bahnsen Group Employee Directory

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