The Bahnsen Group Email Formats
Financial Services • 
Newport Beach, California, United States • 51-100 Employees
The Bahnsen Group Email Formats
The Bahnsen Group uses 3 email formats. The most common is {first name}{last name} (e.g., johndoe@thebahnsengroup.com), used 80.9% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name}{last name} | johndoe@thebahnsengroup.com | 80.9% |
{first initial}{last name} | jdoe@thebahnsengroup.com | 17.6% |
{last name}{last name} | doedoe@thebahnsengroup.com | 1.5% |
Key Contacts at The Bahnsen Group
Don Saulic
Managing Director, Partner
Brian T. Szytel
Managing Director, Partner
Alexis Gales
Director Of Service And Operations
Nick Stanley Cfp® Chfc
Director, Family Office
Mina Widmer
Design Director
Sarah Leitzke
Director, Risk Management
Matthew Gregory
Director, Planning
Laura Sauer
Associate Director
Jay Kim
Director, Tax Services
Glen Hall
Director- Digital Solutions - The Bahnsen Group
Company overview
| Headquarters | 520 Newport Center Dr, Suite 300, Newport Beach, California 92660, US |
| Phone number | +19498775010 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Financial Advising, Financial Services, Financial Analysis, Retirement Planning, Portfolio Management, Alternative Investments, Estate Planning, Tax Minimization, Health Care Evaluation |
| Founded | 2014 |
| Employees | 51-100 |
| Socials |
About The Bahnsen Group
The Bahnsen Group has built a strong reputation for delivering investment strategies and wealth management experiences. Our philosophy is our passionate commitment to the idea that a successful wealth management strategy comes from knowing our clients, and truly understanding their needs. Our vision is to be a quality provider of wealth management services to all those within our sphere of influence. We do not want to merely be great; we want to be extraordinary in the size and scope of our business, but, more importantly, extraordinary in the impact we have on our clients’ financial lives. The Bahnsen Group views Wealth Management as a combination of Investment Management, Advanced Planning, and Relationship Management. Our Financial Concierge Services integrates each of these elements to provide clients a cohesive and holistic experience. These services are provided by a highly specialized network of professionals with whom we’ve spent months and years cultivating relationships. While many of our services are insourced (where we’ve added people and skills within our team), many services we outsource (while still quarterbacking) so our clients have their own “family office” working for them. These services and resources will further enhance the value of your Bahnsen Group experience. Securities offered through HighTower Securities, LLC. Member FINRA/SIPC, HighTower Advisors, LLC is a SEC registered investment Adviser.
Employees by Management Level
Total employees: 51-100
Seniority
Employees
Employees by Department
The Bahnsen Group has 44 employees across 7 departments.
Departments
Number of employees
Funding Data
The Bahnsen Group has never raised funding before.
The Bahnsen Group Tech Stack
Discover the technologies and tools that power The Bahnsen Group's digital infrastructure, from frameworks to analytics platforms.
CDN
Security
Advertising
Reverse proxies
Programming languages
Miscellaneous
CDN
Analytics
Caching
Blogs
JavaScript libraries
Video players
Netherlands
India
Canada
Frequently asked questions
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