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
Joanne Howard (CRD# 705361) is an Investment Advisor Representative working at Bailard, Inc. in Foster City, CA and has over 43 years of experience in the finance industry.
Benjamin Lathrop (CRD# 4062178) is an Investment Advisor Representative working at Bailard, Inc. in Foster City, CA and has over 16 years of experience in the finance industry.
Louise Model (CRD# 1219614) is an Investment Advisor Representative working at Bailard, Inc. in Foster City, CA and has over 31 years of experience in the finance industry.
Jeremiah Wager-Smith (CRD# 7775331) is an Investment Advisor Representative working at Bailard, Inc. in Foster City, CA and has 1 year of experience in the finance industry.