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Building 2BAER WEALTH MANAGEMENT

Map pinMARIETTA, GA
Phone770-984-2312
NotebookSEC #801-118667
Total AUM
$334.7M
Employees
2
Clients
308

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
101 VILLAGE PARKWAY
BUILDING 1, SUITE 200
MARIETTA
GA 30067
United States
Operating Hours
9:00AM-5:00PM
Monday - Friday
Phone
770-984-2312

ReceiptFinancials

Total AUM
$334.7M
Accounts
628
Discretionary
$334.7M
Accounts
628
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
114
AUM
$34.3M
HNW Individual Clients
149
AUM
$245.2M
Pension/Profit Sharing Plan Clients
32
AUM
$47.3M
Charitable Organization Clients
6
AUM
$2.8M
Corporation or Business Clients
7
AUM
$5.1M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLGATX

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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