Bailard, Inc.

Bailard, Inc. (CRD# 110550) is a financial advisory firm headquartered in Foster City, CA. They manage $2,585,682,303 in 1,106 accounts and serve the financial needs of clients across 42 states (or territories).

By the Numbers
  • Total Assets Under Management
    2,586
    MILLION
  • Total Number of Accounts
    1,106
    ACCOUNTS
  • Average Account Value
    $2,337,868
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • 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
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.

AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MT, NC, NH, NJ, NM, NV, NY, OH, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI

Financial Advisors at Bailard, Inc.
Showing 1 - 10 of 33 top financial advisors.
1
Kimberly M. Aquino
CRD#: 2850013
950 Tower Lane, Suite 1900, Foster City, CA 94404
96
Wealthminder
score

Kimberly Aquino (CRD# 2850013) is an Investment Advisor Representative working at Bailard, Inc. in Foster City, CA and has over 19 years of experience in the finance industry. Kimberly Aquino has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Linda Beck
CRD#: 2413029
950 Tower Ln, Ste 1900, Foster City, CA 94404
96
Wealthminder
score

Linda Beck (CRD# 2413029) is an Investment Advisor Representative working at Bailard, Inc. in Foster City, CA and has over 23 years of experience in the finance industry.

3
Ryan W. Cole
CRD#: 5804076
950 Tower Ln, Ste 1900, Foster City, CA 94404
96
Wealthminder
score

Ryan Cole (CRD# 5804076) is an Investment Advisor Representative working at Bailard, Inc. in Foster City, CA and has over 6 years of experience in the finance industry. Ryan Cole has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Glenn A. Davis
CRD#: 1395880
950 Tower Lane, Suite 1900, Foster City, CA 94404
96
Wealthminder
score

Glenn Davis (CRD# 1395880) is an Investment Advisor Representative working at Bailard, Inc. in Foster City, CA and has over 20 years of experience in the finance industry.

5
Michael J. Faust
CRD#: 2412046
950 Tower Ln, Ste 1900, Foster City, CA 94404
96
Wealthminder
score

Michael Faust (CRD# 2412046) is an Investment Advisor Representative working at Bailard, Inc. in Foster City, CA and has over 23 years of experience in the finance industry.

6
Enrique V. Fermin
CRD#: 2412021
950 Tower Lane, Suite 1900, Foster City, CA 94404
96
Wealthminder
score

Enrique Fermin (CRD# 2412021) is an Investment Advisor Representative working at Bailard, Inc. in Foster City, CA and has over 23 years of experience in the finance industry. Enrique Fermin has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

7
Janis M. Horne
CRD#: 1764068
950 Tower Lane, Suite 1900, Foster City, CA 94404
96
Wealthminder
score

Janis Horne (CRD# 1764068) is an Investment Advisor Representative working at Bailard, Inc. in Foster City, CA and has over 22 years of experience in the finance industry.

8
Scott E. Kidd
CRD#: 3278031
950 Tower Lane, Suite 1900, Foster City, CA 94404
96
Wealthminder
score

Scott Kidd (CRD# 3278031) is an Investment Advisor Representative working at Bailard, Inc. in Foster City, CA and has over 17 years of experience in the finance industry. Scott Kidd has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

9
Eric P. Leve
CRD#: 1765470
950 Tower Lane, Suite 1900, Foster City, CA 94404
96
Wealthminder
score

Eric Leve (CRD# 1765470) is an Investment Advisor Representative working at Bailard, Inc. in Foster City, CA and has over 16 years of experience in the finance industry.

10
Arthur A. Micheletti
CRD#: 2412031
950 Tower Lane, Suite 1900, Foster City, CA 94404
96
Wealthminder
score

Arthur Micheletti (CRD# 2412031) is an Investment Advisor Representative working at Bailard, Inc. in Foster City, CA and has over 22 years of experience in the finance industry.

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