Adam Gerken (CRD# 6744135) is an Investment Advisor Representative working at Bailard, Inc. in Foster City, CA and has over 4 years of experience in the finance industry.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 3262592
Captrust
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bailard, Inc. | Foster City, CA | Apr 2022 - Current | 2 |
| Bailard, Inc. | Foster City, CA | Jan 2019 - Mar 2022 | 3 |
| Alps, A Dst Company | Denver, CO | Jul 2017 - Dec 2018 | 1 |
| Denver Wealth Management | Denver, CO | Dec 2016 - Apr 2017 | < 1 |
| Apollo Aquatics, Inc. | Denver, CO | May 2016 - Oct 2016 | < 1 |
| Colorado College | Colorado Springs, CO | Aug 2012 - May 2016 | 3 |
| 3 Creek Ranch | Jackson, WY | Jun 2015 - Aug 2015 | < 1 |
| Teton Gravity Research | Wilson, WY | May 2015 - Aug 2015 | < 1 |
| Apollo Aquatics, Inc. | Denver, CO | May 2014 - Jul 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Oct 2019 |
- CA
-
Total Assets Under Management5,298MILLIONS
-
Total Number of Accounts2,368ACCOUNTS
-
Average Account Value$2,237,315
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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