The Bahnsen Group Hightower

  • Financial Services
  • Newport Beach CA
  • 61 employees
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Company Overview

Headquarters
520 Newport Center Dr, Suite 300, Newport Beach CA
Website
thebahnsengroup.com
Phone
(949) 877-5010
Employees
61
Industry
Financial Services
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Financials & Stats

Revenue

$50B

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Who is The Bahnsen Group Hightower

The Bahnsen Group Hightower is a wealth management firm based in Newport Beach, California. The firm employs 61 individuals and reports annual revenue of $50 million. The Bahnsen Group Hightower offers a range of services including investment management, advanced planning, and relationship management. Their Financial Concierge Services combine these elements to provide clients with a comprehensive and holistic wealth management experience. The firm prides itself on its network of highly specialized professionals, utilizing both internal expertise and strategic outsourcing to ensure clients receive comprehensive support. The Bahnsen Group believes in a personalized approach to wealth management, emphasizing a deep understanding of each client's individual needs and goals. Their vision is to be a leading provider of wealth management services, known for their exceptional client impact. Securities offered through HighTower Securities, LLC. Member FINRA/SIPC. HighTower Advisors, LLC is a SEC registered investment adviser. Clients can learn more about The Bahnsen Group Hightower by visiting their website at thebahnsengroup.com.

Company Leadership

Trevor Cummings

Partner

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The Bahnsen Group Hightower Industry Tags

Financial Services
Financial Advising
Estate Planning
Portfolio Management
Financial Analysis
Retirement Planning
Alternative Investments
Health Care Evaluation
Tax Minimization
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FAQ

What is the location of The Bahnsen Group Hightower's headquarters?
The headquarters of The Bahnsen Group Hightower are situated at 520 Newport Center Dr, Suite 300, Newport Beach CA
What is The Bahnsen Group Hightower's phone number?
The Bahnsen Group Hightower's contact number is (949) 877-5010.
What is The Bahnsen Group Hightower's official website?
The official website of The Bahnsen Group Hightower can be found at thebahnsengroup.com.
What is The Bahnsen Group Hightower's current revenue?
As of June 2024, The Bahnsen Group Hightower's annual revenue reached $50B.
How many employees does The Bahnsen Group Hightower currently have?
The Bahnsen Group Hightower employs approximately 61+ people as of June 2024
Which industries is The Bahnsen Group Hightower primarily operating in?
The Bahnsen Group Hightower operates in the following industries: Credit, Finance
Who is the Partner of The Bahnsen Group Hightower?
The Bahnsen Group Hightower's Partner is Trevor Cummings
What are The Bahnsen Group Hightower's industry tags?
The Bahnsen Group Hightower's industry tags include: Financial Services, Financial Advising, Estate Planning

Employee Directory

Key Employees

Sean Latimer

Partner

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Kimberlee Davis

Partner, Managing Director, CDFA®

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Laura Sauer

Service and Operations

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