BAUGH FINANCIAL

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
2
Advisory reps
2

Firm details

Headquarters
SANTA ROSA BEACH, Florida
CRD number
323833
Fee structure
Percentage of AUM
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

2 of 2
  • JENNIFER BAUGH

    Managing PartnerCRD 5228143

  • CHRISTOPHER BAUGH

    Founder and Wealth ManagerCRD 3250943

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

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 30A
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth