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
Scott Kidd (CRD# 3278031) is an Investment Advisor Representative working at Bailard, Inc. in Foster City, CA and has over 24 years of experience in the finance industry.
Bradley Larson (CRD# 6528277) is an Investment Advisor Representative working at Bailard, Inc. in Foster City, CA and has over 8 years of experience in the finance industry.
Austin Lastinger (CRD# 6744336) is an Investment Advisor Representative working at Bailard, Inc. in Foster City, CA and has over 7 years of experience in the finance industry.
Eric Leve (CRD# 1765470) is an Investment Advisor Representative working at Bailard, Inc. in Foster City, CA and has over 23 years of experience in the finance industry.
Jonathan Manchester (CRD# 4622751) is an Investment Advisor Representative working at Bailard, Inc. in Foster City, CA and has over 23 years of experience in the finance industry.
Francois Marcoux (CRD# 2942240) is an Investment Advisor Representative working at Bailard, Inc. in Foster City, CA and has over 21 years of experience in the finance industry.
Daniel McKellar (CRD# 6486473) is an Investment Advisor Representative working at Bailard, Inc. in Foster City, CA and has 1 year of experience in the finance industry.
Lena McQuillen (CRD# 4240883) is an Investment Advisor Representative working at Bailard, Inc. in Foster City, CA and has over 22 years of experience in the finance industry.
Christopher Moshy (CRD# 4558871) is an Investment Advisor Representative working at Bailard, Inc. in Foster City, CA and has over 21 years of experience in the finance industry.
Thomas Mudge (CRD# 1791862) is an Investment Advisor Representative working at Bailard, Inc. in Foster City, CA and has over 23 years of experience in the finance industry.