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The Bahnsen Group

The Bahnsen Group

The Bahnsen Group is a national wealth management firm with $3.2 billion in assets under management. With offices in Newport Beach, California, New York City, Minneapolis and Nashville, The Bahnsen Group has built a strong reputation for delivering investment strategies and wealth management experiences. The Bahnsen Group was founded in April 2015 by David L. Bahnsen, who previously spent eight years as a Chairman's Club Managing Director at Morgan Stanley and seven years as a First Vice President at UBS Financial Services. Mr. Bahnsen was ranked #1 in Southern California (Private Wealth) on the annual Forbes/SHOOK Best-In-State Wealth Advisors list of 2021. Mr. Bahnsen serves on the Board of Directors for the National Review Institute and is a founding Trustee for Pacifica Christian High School of Orange County. He is the author several best-selling books including Crisis of Responsibility: Our Cultural Addiction to Blame and How You Can Cure It (2018), The Case for Dividend Growth: Investing in a Post-Crisis World (2019), and Elizabeth Warren: How Her Presidency Would Destroy the Middle Class and the American Dream (2020). His next book, There's No Free Lunch: 250 Economic Truths, will be published in November 2021. With 37 team members, The Bahnsen Group serves multiple market segments and has a special focus on dividend growth equity investing. They seek to create abundant intellectual capital for their clients and take particular pride in their significant focus on thought leadership and content creation. Securities offered through HighTower Securities, LLC member FINRA/SIPC. HighTower Advisors, LLC is a SEC registered investment advisor.

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About The Bahnsen Group

Founded

2014

Estimated Revenue

$1M-$10M

Employees

51-250

Category

Industry

Financial Services

Location

City

Newport Beach

State

California

Country

United States
The Bahnsen Group

The Bahnsen Group

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