Baugh Financial
Firm details
- Headquarters
- Santa Rosa Beach, Florida
- CRD number
- 323833
- Fee structure
- Percentage of AUM
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Baugh Financial operates as a corporation focused on providing portfolio management services primarily for individuals and small businesses. The firm does not classify itself under a specific category, which suggests a flexible approach to investment strategies and client engagement. Baugh Financial employs a fee structure based on a percentage of assets under management, aligning its interests with those of its clients. While the firm does not actively engage in ESG investing, it maintains affiliations with insurance companies and real estate brokers, indicating a diverse network within the financial services industry.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Location
Santa Rosa Beach, FL
Walton
Location
Santa Rosa Beach, FL
Headquartered in Santa Rosa Beach, FL, in the South of the United States.
- Region
- South
- County
- Walton
- Address
- 1701 E County Highway 30 A
- Time zone
- ET (UTC-5)
- Office locations
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