BATES GROUP
Bates Group has been a trusted partner to our financial services clients and their counsel for over 40 years, delivering superior quality and results on a cost-effective basis.
BATES GROUP
Industry:
Consulting Finance Financial Services Management Consulting
Founded:
1981-01-01
Address:
Lake Oswego, Oregon, United States
Country:
United States
Website Url:
http://www.batesgroup.com
Total Employee:
101+
Status:
Active
Contact:
(503) 670-7772
Technology used in webpage:
ReCAPTCHA Cloudflare CDN Cloudflare CrUX Dataset CrUX Top 50m Cloudflare Network Error Logging ReCAPTCHA V2 Envoy Hubspot Hosted
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Current Employees Featured
Founder
Acquisitions List
Date | Company | Article | Price |
---|---|---|---|
2021-10-08 | CorCom | CorCom acquired by Bates Group | N/A |
Official Site Inspections
http://www.batesgroup.com Semrush global rank: 4.25 M Semrush visits lastest month: 2.45 K
- Host name: batesgroup.com
- IP address: 70.32.113.85
- Location: Culver City United States
- Latitude: 34.0141
- Longitude: -118.3983
- Metro Code: 803
- Timezone: America/Los_Angeles
- Postal: 90232
More informations about "Bates Group"
Bates Group: Your Industry Solution
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Bates Group | 2,935 followers on LinkedIn. We offer end-to-end solutions for financial services firms and their counsel, providing support throughout the lifecycle of their legal matters. Bates ...See details»
Leadership - Bates Group
Jennifer L. Stout Vice-Chair of the Bates Board of Directors and Senior Executive Advisor. Bates Board Vice-Chair and Senior Executive Advisor Jennifer Stout began her Bates Group journey …See details»
Bates Group Company Profile | Management and Employees List
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Bates Group is a leading financial services consulting firm. View contacts for Bates Group to access new leads and connect with decision-makers.See details»
Bates Group - Financial Services Industry Experts - YouTube
Bates Group is a leading financial services consulting firm, delivering superior quality and results on a cost-effective basis to financial services firms, banks, MSBs, NBFIs, and counsel. Our ...See details»
Bates Group - Overview, News & Similar companies - ZoomInfo
Bates Group (www.batesgroup.com) has been a trusted partner to our financial services clients and their counsel for over 30 years, delivering super ior quality and results on a cost-effective …See details»
RIA Annual Compliance Reviews - info.batesgroup.com
All SEC-Registered Investment Advisers (“RIAs”), as well as those engaging in established best practices, are required to perform an annual review of the firm’s Compliance Program.See details»
Working at Bates - Bates Group
Bates Group is an organization where the entrepreneurial spirit thrives. We make room and welcome ingenuity and collaboration. We want employees to show up as their authentic selves …See details»
Working at Bates Group LLC - Top Workplaces
Bates Group is an organization where the entrepreneurial spirit thrives. We make room and welcome ingenuity and collaboration. We want employees to show up as their authentic selves …See details»
RIA General Compliance Consulting - info.batesgroup.com
Compliance programs often need resource assistance or added expertise on a hourly or case-by-case basis. Bates provides “As-Needed” compliance program support for various program …See details»
RIA Policy & Procedures Manuals and Code of Ethics
Code of Ethics: Rule 204A-1 requires SEC-registered investment adviser to establish, maintain and enforce a written code of ethics containing, at a minimum, a standard of business conduct …See details»
Bates Compliance - Bates Group
[email protected]. 917-273-2682. Contact Bates Compliance. In the face of increased regulatory pressures and budget constraints, Bates Compliance helps financial service …See details»
RIA Business Continuity Planning - info.batesgroup.com
A solid business continuity plan is like an insurance policy for your business, and the SEC views it as a fiduciary obligation. Trust Bates Compliance to help you design and implement a …See details»
Expert Compliance Training - Bates Group
Let the Bates team keep you in compliance with our Expert Compliance Training programs, tailored for money services businesses and non-banking financial institutions. Staying up-to …See details»
RIA Annual Compliance Meeting - info.batesgroup.com
As part of a firm's annual compliance tasks, every registered investment adviser firm should host an annual compliance meeting for all supervised persons of the firm.See details»
Careers at Bates Group - Bates Group
The Principles that guide us: Behavior, Accountability, Teamwork, Empowerment, Service. Our Core Values: Integrity, Dedication, Excellence, Forward Thinking ...See details»
RIA Annual Compliance Program Support Services
All Registered Investment Advisers (“RIAs”) are required to have a compliance program that addresses certain regulatory requirements. This service is designed to address the main …See details»
Bates U.S. Chartbook: Economic and Capital Markets 2022
In this detailed look at 2022, we take an in-depth look at historical equity and credit market trends and investment fund flows, with special focus on inflation, employment, and fixed income returns.See details»