The Bahnsen Group

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The Bahnsen Group Overview

Type
Multi Family Office
Year Founded

General Information

The Bahnsen Group is a multi-family office headquartered in Newport Beach, United States. Founded in 2015, the firm stewards capital originating from founder David L. Bahnsen’s wealth built through a career in investment advisory and dividend-growth equity investing. It offers integrated portfolio management, estate and tax planning, and thought-leadership content to affluent families through offices nationwide—providing disciplined, dividend-focused wealth preservation and growth.

Contact Information

Year Founded:

Investment Focus & Strategy

Open To First Time Funds:
Institution Type:
Multi Family Office

Leadership & Principals

Corporate Office:
92660, Newport Beach, California, US, 520 Newport Center Dr, Suite 300

Portfolio & Notable Allocations

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