Baer Investment Advisory LLC

Baer Investment Advisory LLC (CRD# 152063) is a financial advisory firm headquartered in , . They manage $51,000,000 in 65 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
https://www.linkedin.com/in/darelbaer
By the Numbers
  • Total Assets Under Management
    51
    MILLION
  • Total Number of Accounts
    65
    ACCOUNTS
  • Average Account Value
    $784,615
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

Financial Advisors at Baer Investment Advisory LLC
Showing 1 - 4 of 4 top financial advisors.
1
Darel Baer, financial advisor Yuba City CA
Darel A. Baer
CRD#: 1402746
Yuba City, CA

Darel Baer (CRD# 1402746) is an Investment Advisor Representative working at Baer Investment Advisory LLC in Yuba City, CA and has over 36 years of experience in the finance industry.

2
Robert Baer, financial advisor Yuba City CA
Robert G. Baer
CRD#: 4233785
Yuba City, CA

Robert Baer (CRD# 4233785) is an Investment Advisor Representative working at Baer Investment Advisory LLC in Yuba City, CA and has over 23 years of experience in the finance industry.

3
Gregory Smith, financial advisor Tiburon CA
Gregory H. Smith
CRD#: 3170511
Tiburon, CA

Gregory Smith (CRD# 3170511) is an Investment Advisor Representative working at Baer Investment Advisory LLC in Tiburon, CA and has 1 year of experience in the finance industry.

4
Brock Stassi, financial advisor Yuba City CA
Brock J. Stassi
CRD#: 7638870
Yuba City, CA

Brock Stassi (CRD# 7638870) is an Investment Advisor Representative working at Baer Investment Advisory LLC in Yuba City, CA and has 1 year of experience in the finance industry.

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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