Baum Financial Services Revenue
Financial Services • 
The Villages, Florida, United States • 1-10 Employees
Baum Financial Services revenue & valuation
| Annual revenue | $684,440 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $2,200,000 |
| Total funding | No funding |
Key Contact at Baum Financial Services
Chip Piffath
Chief Executive Officer
Company overview
| Headquarters | 940 Lakeshore Drive, Suite 100, The Villages, FL 32162, US |
| Phone number | +13527505287 |
| Website | |
| NAICS | 52 |
| SIC | 738 |
| Founded | 2003 |
| Employees | 1-10 |
| Socials |
Baum Financial Services Email Formats
Baum Financial Services uses 2 email formats. The most common is {first initial} (e.g., j@baumfinancialservices.com), used 50% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@baumfinancialservices.com | 50% |
{first name} | john@baumfinancialservices.com | 50% |
About Baum Financial Services
At Baum Financial Services we focus on providing retirement income planning for people nearing or already in retirement. Our mission is simple and straight forward - we create retirement income plans for our clients that deliver income, safety and confidence for life. Since 2003 we have worked to help people just like you to create retirement income plans for a confident future. Our approach is centered on generating retirement income, reducing risk of loss and preserving your retirement assets. In addition, our retirement income plans are designed to minimize income tax liabilities, reduce the taxes on Social Security benefits and enhance your estate. Baum Wealth Management is an independent Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser. Insurance products are offered through the insurance business Baum Financial Services Inc. Baum Wealth Management an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser. AEWM does not offer insurance products. The insurance products offered by Baum Financial Services Inc. are not subject to Investment Advisor requirements. AEWM is not affiliated with Baum Financial Services. Investing involves risk, including the potential loss of principal. Any references to protection, safety or lifetime income, generally refer to fixed insurance products, never securities or investments. Insurance guarantees are backed by the financial strength and claims paying abilities of the issuing carrier. Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. Our firm is not affiliated with the U.S. government or any governmental agency. 2468534 - 6/24
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Baum Financial Services has 5 employees across 3 departments.
Departments
Number of employees
Funding Data
Baum Financial Services has never raised funding before.
Baum Financial Services Tech Stack
Discover the technologies and tools that power Baum Financial Services's digital infrastructure, from frameworks to analytics platforms.
Form builders
UI frameworks
WordPress plugins
Video players
JavaScript libraries
CDN
Font scripts
JavaScript libraries
Programming languages
WordPress plugins
Blogs
Analytics
United Kingdom
South Africa
PakistanFrequently asked questions
4.8
40,000 users
