Baseline Wealth Management Ltd.

Baseline Wealth Management Ltd. (CRD# 155526) is a financial advisory firm headquartered in Geneva, . They manage $851,789,671 in 230 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
Rue Du Rhône 67, Geneva, 1207
https://www.baselinewealth.com
By the Numbers
  • Total Assets Under Management
    852
    MILLION
  • Total Number of Accounts
    230
    ACCOUNTS
  • Average Account Value
    $3,703,433
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, FL, NY, TX

Financial Advisors at Baseline Wealth Management Ltd.
No Advisor Found.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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