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BAYNES FINANCIAL LLC
CRD 307768
9431 HAVEN AVE, SUITE 213, RANCHO CUCAMONGA, CA, 91730, United States
Phone
9093301400
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$3.7M
Discretionary AUM
$0
Team
1 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-06-10
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisersPublication of periodicalsEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 9 | $617K |
| Pension/profit sharing plans | 1 | $3.1M |
All web addresses on file
Official SEC filing: View on IAPD