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Building 2BAER INVESTMENT ADVISORY LLC

Map pin
Phone415-717-1101
NotebookSEC #801-132149
Total AUM
$119M
Employees
4
Clients
80

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
6:30 AM - 4 PM
Monday - Friday
Phone
415-717-1101
Other Offices
3

ReceiptFinancials

Total AUM
$119M
Accounts
80
Discretionary
$119M
Accounts
80
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
27
AUM
$8.6M
HNW Individual Clients
50
AUM
$107.2M
Investment Company Clients
3
AUM
$3.1M

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures
Other Regulator Cause of Denial/SuspensionOther Regulator Denial/Suspension/RevocationOther Regulator Violation Finding
State Registrations
CANYVAWA

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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