The Bahnsen Group

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The Bahnsen Group Background & Overview Overview

Type

Multi - Family Office

Year Founded

2015

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

Website:

Website:
https://thebahnsengroup.com?utm_source=linkedin&utm_medium=company_page&utm_campaign=tbg

Year Founded:
2015

The Bahnsen Group Investment Focus & Strategy


Open To First Time Funds:

Institution Type:
Multi - Family Office

The Bahnsen Group Leadership & Principals


Title:

Email:

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

The Bahnsen Group Portfolio & Notable Allocations


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The Bahnsen Group | Newport Beach Multi - Family Office | Altss