BAUGH & ASSOCIATES, LLC

6065 Roswell Rd
Suite 980
Atlanta, Georgia 30328
Tel: 404-256-0268

About BAUGH & ASSOCIATES, LLC

BAUGH & ASSOCIATES, LLC, formally registered with the SEC as BAUGH & ASSOCIATES, LLC. The firm was established in 08/05/2005. They have over 1 offices throughout the country.

BAUGH & ASSOCIATES, LLC is a Atlanta, Georgia based Financial Planning firm with nearly $250,547,923 assets under management, offering retirement planning & investment advisory services to 448 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	136342
SEC#	801-64569
Assets Managed by Firm	$250,547,923
No. of Clients	448
No. of Advisors	3

Fee Structure

A percentage of AUM

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	448	$250,547,923
Individuals (other than high net worth individuals)	121	$33,533,584
High net worth individuals	52	$217,014,339

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