Bauer Heitzmann

Finance · Colorado, United States · 1-10 Employees

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Overview

Headquarters

5755 Mark Dabling Blvd Ste 245, Colorado...

Revenue

<$5 Million

Industry

Finance Securities Trading Venture Capital & Private Equity
ZI Rank: 1
Signal Type
Mar
Apr
May
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Aug
ZI Rank
1
1
1
1
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1

About Bauer Heitzmann

Bauer Heitzmann specializes in independent fiduciary wealth management for high-net-worth individuals and families, focusing on protecting, growing, and preserving their wealth. The firm offers a comprehensive suite of services including personalized wealth management, financial and retirement planning, and private equity investing. With over 100 years of combined experience, they aim to simplify complex financial situations and provide tailored solutions that align with clients' goals and values. Their mission is to help clients navigate financial challenges while ensuring their wealth is managed in their best interest.Explore more
Bauer Heitzmann's Social MediaPopular SearchesBauer HeitzmannSIC Code 62,628NAICS Code 52,523Show more

Bauer Heitzmann Org Chart

SH
United States flag for contact location.

Managing Partner. Chief Executive Officer

PhoneEmail
TS
United States flag for contact location.

Wealth Advisor

PhoneEmail

PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Bauer Heitzmann

<$5M
1-10
Private
-
2010
SH
Stephen HeitzmannManaging Partner. CEO
$10.3M
11-50
Private
-
2019
David Kinney, President at The Payment Experts
David KinneyPresident
$9.6M
11-50
Private
-
-
Christine Dillin, Co-Chief Operating Officer at Virtus Financial Group
Christine DillinCo-Chief Operating Officer
$9.2M
1-10
Private
-
2020
N/A
<$5M
1-10
Private
-
2022
N/A
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
-
Stephen Roseman, Founder, Chairman & Chief Executive Officer at 1970 Group
Stephen RosemanFounder, Chairman & CEO
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Bauer Heitzmann is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Bauer Heitzmann is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Bauer Heitzmann.

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Frequently Asked Questions Regarding Bauer Heitzmann

What is Bauer Heitzmann's official website?
Bauer Heitzmann's official website is www.bauerheitzmann.com
What is Bauer Heitzmann's Revenue?
Bauer Heitzmann's revenue is <$5 Million
What is Bauer Heitzmann's SIC code?
Bauer Heitzmann's SIC: 62,628
What is Bauer Heitzmann's NAICS code?
Bauer Heitzmann's NAICS: 52,523
How many employees does Bauer Heitzmann have?
Bauer Heitzmann has 1-10 employees
What industry does Bauer Heitzmann belong to?
Bauer Heitzmann is in the industry of: Finance, Securities Trading, Venture Capital & Private Equity
What is Bauer Heitzmann competition?
Bauer Heitzmann top competitors include: IMPACT Financial Group, TASS Enterprises, Virtus Financial Group, Glasscock Financial
What does Bauer Heitzmann do?

Bauer Heitzmann specializes in independent fiduciary wealth management for high-net-worth individuals and families, focusing on protecting, growing, and preserving their wealth. The firm offers a comprehensive suite of services including personalized wealth management, financial and retirement planning, and private equity investing. With over 100 y... ears of combined experience, they aim to simplify complex financial situations and provide tailored solutions that align with clients' goals and values. Their mission is to help clients navigate financial challenges while ensuring their wealth is managed in their best interest.Read More

What are Bauer Heitzmann social media links?
Bauer Heitzmann Linkedin page
Is Bauer Heitzmann a public company?
Bauer Heitzmann is private company therefore does not currently have an official ticker symbol
See more information about Bauer Heitzmann

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