Alan Baer Investment Advisory, LLC

Alan Baer Investment Advisory, LLC (CRD# 134069) is a financial advisory firm headquartered in , . They manage $7,000,000 in 20 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    7
    MILLION
  • Total Number of Accounts
    20
    ACCOUNTS
  • Average Account Value
    $350,000
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Alan Baer Investment Advisory, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Alan C. Baer
CRD#: 9903
San Francisco, CA
93
Wealthminder
score

Alan Baer (CRD# 9903) is an Investment Advisor Representative working at Alan Baer Investment Advisory, LLC in San Francisco, CA and has over 35 years of experience in the finance industry.

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