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- The Bahnsen Group is a private wealth management firm with offices in seven locations around the country Newport Beach, CA; New York City; Nashville, TN; Minneapolis, MN; Bend, OR; Austin, TX; Phoenix, AZ) and 60 employees.
- The firm manages over $5 billion of client capital and is widely recognized as one of the leading firms in the industry, consistently ranked as a top advisor by Barron’s, Forbes, and the Financial Times.
- The company was founded in 2015 as a defection out of Morgan Stanley, where company founder, David Bahnsen, was a leading advisor and Managing Director.
- Since that inception, the company has grown at over +25% per year for eight years running and added a Tax Services department, Risk department, a comprehensive Family Office offering, and a fully professionalized platform delivering best-in-class client experience.
- The company is consistently ranked as one of the top companies to work for in Orange County, California, and has created an exceptional culture for its employees to participate in the fulfillment of its success.
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