RIA Intel›Advisers›New Jersey›BAUERBAND, DOUGLAS J

BAUERBAND, DOUGLAS J

Advisory

TOMS RIVER, NJ

Data as of Mar 23, 2026 · Source: SEC Form ADV

Average account

$138K

across 257 accounts

AUM per adviser

$18M

2 advisers

Source: SEC Form ADV. Figures as filed Mar 23, 2026.

Total AUM

$36M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$36M

Discretionary AUM$36M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients162

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureSole Proprietorship

Fiscal Year EndDecember

Operates InNJ, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

162 clients

6 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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