Bates Real Estate And Financial Advisory Services

Overview

Bates Real Estate And Financial Advisory Services is organized as a limited liability company that markets itself as a real estate fund and serves individual and family clients. Ownership is held privately by an individual. The firm provides financial planning and portfolio management for individuals and small businesses and does not present itself as a capital allocator. Compensation options include a percentage-of-assets model as well as hourly and fixed-fee arrangements. According to available filings the adviser is not positioned as an active ESG investor, is not registered as a multi-state adviser, and does not act as a pension consultant or related adviser. The firm lists an industry affiliation with CPO/CTA activity.

Assets & Accounts

Investments & Alternatives

Location & Offices