Company Information

Get to know The Bahnsen Group

The Bahnsen Group is a national private wealth management firm founded by David L. Bahnsen. Managing over $5 billion in client assets, the firm focuses on a dividend growth-oriented investment philosophy. Their mission is to provide bespoke financial planning, portfolio management, and wealth advisory services, aiming to enhance clients' financial well-being and understanding of capital markets. The firm prides itself on a disciplined, principled approach to investing and a high level of client service.

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Financial Wealth ManagementPRIMARY
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The Bahnsen Group

United States

Founded in

02 Apr 2015 (11 Years)

Founded

Last online: No recent activity

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Regulated

Recommended

IUX

(2,283 reviews)

Mauritius

2015

(10 years)

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This company is currently Unproved.

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.