James
Bauman
Farther
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About this Advisor
James Bauman is a financial advisor based in Spokane Valley, Washington, working with Farther. James has previously held positions at Optimum Capital Strategies LLC, Strive, Att, and Farther Finance Advisors. James has passed the Series 65 regulatory exam and is registered to provide services in Washington. Currently, James is part of Farther, which operates out of Spokane Valley, Washington. The firm has 25 offices and 154 employees. The firm manages assets totaling $2.2 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and the publication of newsletters. The fee structure at Farther includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Farther Brokerage Details
$2,181,821,779
154
5,112
$426,804
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Publication of periodicals or newsletters
James Bauman Work History
Att
Farther Finance Advisors
Optimum Capital Strategies LLC
Strive
Disclosures
Please visit the SEC profile of James Bauman to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Farther
Framingham, MA
Riverside, CA
San Francisco, CA
Brooklyn, NY
Cincinnati, OH
San Francisco, CA
Las Vegas, NV
San Francisco, CA
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