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
Sonya Mughal (CRD# 4165573) is an Investment Advisor Representative working at Bailard, Inc. in Foster City, CA and has over 23 years of experience in the finance industry.
Romy Pavolotsky (CRD# 2950567) is an Investment Advisor Representative working at Bailard, Inc. in Foster City, CA and has over 26 years of experience in the finance industry.
Suanne Ramar (CRD# 801199) is an Investment Advisor Representative working at Bailard, Inc. in Foster City, CA and has over 29 years of experience in the finance industry.
Erin Randolph (CRD# 5913000) is an Investment Advisor Representative working at Bailard, Inc. in Foster City, CA and has over 12 years of experience in the finance industry.
Dana Scheer (CRD# 2234929) is an Investment Advisor Representative working at Bailard, Inc. in Foster City, CA and has over 26 years of experience in the finance industry.
David Smith (CRD# 5685131) is an Investment Advisor Representative working at Bailard, Inc. in Foster City, CA and has over 14 years of experience in the finance industry.
Blaine Townsend (CRD# 4232753) is an Investment Advisor Representative working at Bailard, Inc. in Foster City, CA and has over 23 years of experience in the finance industry.
Osman Akgun (CRD# 7122899) is an Investment Advisor Representative working at Bailard, Inc. in Foster City, CA and has 1 year of experience in the finance industry.
Adam Gerken (CRD# 6744135) is an Investment Advisor Representative working at Bailard, Inc. in Foster City, CA and has over 4 years of experience in the finance industry.
Noah Holmes (CRD# 7599127) is an Investment Advisor Representative working at Bailard, Inc. in Foster City, CA and has 1 year of experience in the finance industry.