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Bearing Financial Advisors, LLC

EST. AUM
$89,408,649

CONTACTS
2

CLIENT ACCOUNTS
344

Firm Details

Metro area Austin
CRD Number 305257
Website bearingfinancial.com
Client types

Overview

Bearing Financial Advisors, LLC is an independent investment advisory firm based in Austin, Texas, that specializes in providing institutional-quality financial services to individual clients, families, and businesses. Established in 2002, the firm operates under a fiduciary standard, offering a range of services including financial planning, investment management, tax planning, and estate planning. The firm emphasizes an evidence-based and systematic approach to investing, utilizing its proprietary D.R.E.A.M. (Dynamic Risk Evaluation & Allocation Management) System© to monitor equity market risks and adjust portfolio exposure accordingly. By integrating advanced technology and disciplined market analysis, the firm aims to provide proactive financial direction and wealth protection for its clients.

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Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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