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BALES FINANCIAL ADVISORS, INC
CRD 309477
212 WEBB STREET, SUITE 101, CUMMING, GA, 30040, United States
Phone
678-807-7157
Fax
678-807-7154
Registration
— (—)
Source
State registered
Total AUM
$51.1M
Discretionary AUM
$51.1M
Team
2 total employees; 2 advisory reps
Clients
251-500
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-02-16
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 270 | $51.1M |
Official SEC filing: View on IAPD