Baum Financial Services

Finance · Florida, United States · 1-10 Employees

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Overview

Headquarters

213 Della Ct, Spring Hill, Florida, 3460...

Phone Number

(352) 686-4925

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Jan
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ZI Rank
1
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About Baum Financial Services

Baum Financial Services specializes in helping clients regain control of their financial future, particularly in retirement planning. They offer a systematic MAP process to create retirement income strategies, reduce taxes, and mitigate risk and volatility. Their services include informational seminars on retirement income strategies and legacy planning. The company targets individuals seeking to secure their financial well-being during retirement.Explore more
Baum Financial Services's Social MediaPopular SearchesBaum Financial Services IncBaum Financial ServicesBaum FinancialBaum LLCBaum & Schames LLCSIC Code 62,628NAICS Code 52,523Show more

Baum Financial Services Org Chart

Chip Piffath, Chief Executive Officer at Baum Financial Services
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Chief Executive Officer

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Chief Financial Officer

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Chief Executive Officer & Developer

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Baum Financial Services

<$5M
1-10
Private
<$5M
2002
<$5M
11-50
Private
-
2003
N/A
<$5M
1-10
Private
-
2009
KW
Karen WhiteleyDirector, Operations
<$5M
1-10
Private
-
2016
RG
Raina GreeneOwner and Financial Planner
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
-
LT
Lisa TurnerDirector, Client Services
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Baum Financial Services is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

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

Baum Financial Services financials insights

Gather financial insights about Baum Financial Services, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.

2020

Debt

$150K

2021

Debt

$162K

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Baum Financial Services Tech Stack

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Frequently Asked Questions Regarding Baum Financial Services

What is Baum Financial Services's official website?
Baum Financial Services's official website is www.baumfinancialservices.com
What is Baum Financial Services's Revenue?
Baum Financial Services's revenue is <$5 Million
What is Baum Financial Services's SIC code?
Baum Financial Services's SIC: 62,628
What is Baum Financial Services's NAICS code?
Baum Financial Services's NAICS: 52,523
How many employees does Baum Financial Services have?
Baum Financial Services has 1-10 employees
What industry does Baum Financial Services belong to?
Baum Financial Services is in the industry of: Finance, Securities Trading
What is Baum Financial Services competition?
Baum Financial Services top competitors include: H & S Financial, Green Leaf Financial Services, Tandem Trust Financial, TLC Advisory Group
What technology does Baum Financial Services use?
Some of the popular technologies that Baum Financial Services uses are: WordPress.org, Cloudflare CDN, Fastly, DNS Made Easy
Who is the CFO of Baum Financial Services?
Baum Financial Services's CFO is Oliver Stretz
How do I contact Baum Financial Services?
Baum Financial Services contact info: Phone number: (352) 686-4925 Website: www.baumfinancialservices.com
What does Baum Financial Services do?

Baum Financial Services specializes in helping clients regain control of their financial future, particularly in retirement planning. They offer a systematic MAP process to create retirement income strategies, reduce taxes, and mitigate risk and volatility. Their services include informational seminars on retirement income strategies and legacy pla... nning. The company targets individuals seeking to secure their financial well-being during retirement.Read More

What are Baum Financial Services social media links?
Baum Financial Services Linkedin page Baum Financial Services Facebook page
Who invested in Baum Financial Services?
Baum Financial Services has 2 investors including PPP and PPP.
Is Baum Financial Services a public company?
Baum Financial Services is private company therefore does not currently have an official ticker symbol
See more information about Baum Financial Services

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