Bailard, Inc.
Bailard, Inc. (CRD# 110550) is a financial advisory firm headquartered in Foster City, CA. They manage $5,297,962,012 in 2,368 accounts and serve the financial needs of clients across 52 states (or territories).
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Total Assets Under Management5,298MILLION
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Total Number of Accounts2,368ACCOUNTS
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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
David Abramson (CRD# 4417606) is an Investment Advisor Representative working at Bailard, Inc. in Foster City, CA and has over 22 years of experience in the finance industry.
Kimberly Aquino (CRD# 2850013) is an Investment Advisor Representative working at Bailard, Inc. in Foster City, CA and has over 27 years of experience in the finance industry.
Linda Beck (CRD# 2413029) is an Investment Advisor Representative working at Bailard, Inc. in Foster City, CA and has over 30 years of experience in the finance industry.
Stacy Dauber (CRD# 5398225) is an Investment Advisor Representative working at Bailard, Inc. in Foster City, CA and has over 16 years of experience in the finance industry.
Glenn Davis (CRD# 1395880) is an Investment Advisor Representative working at Bailard, Inc. in Foster City, CA and has over 27 years of experience in the finance industry.
Diana Dessonville (CRD# 1865178) is an Investment Advisor Representative working at Bailard, Inc. in Foster City, CA and has over 30 years of experience in the finance industry.
Michael Faust (CRD# 2412046) is an Investment Advisor Representative working at Bailard, Inc. in Foster City, CA and has over 30 years of experience in the finance industry.
Enrique Fermin (CRD# 2412021) is an Investment Advisor Representative working at Bailard, Inc. in Foster City, CA and has over 30 years of experience in the finance industry.
Andrea Gandolfo (CRD# 1764140) is an Investment Advisor Representative working at Bailard, Inc. in Foster City, CA and has over 30 years of experience in the finance industry.
David Jones (CRD# 6410949) is an Investment Advisor Representative working at Bailard, Inc. in Foster City, CA and has over 8 years of experience in the finance industry.