Bidart & Ross Inc.

Bidart & Ross Inc. (CRD# 104956) is a financial advisory firm headquartered in Reno, NV. They manage $228,909,028 in 45 accounts and serve the financial needs of clients across 8 states (or territories).

By the Numbers
  • Total Assets Under Management
    229
    MILLION
  • Total Number of Accounts
    45
    ACCOUNTS
  • Average Account Value
    $5,086,867
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Subscription fees (for a newsletter or periodical)
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • 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.

CA, CO, ID, MT, NM, NV, UT, WA

Financial Advisors at Bidart & Ross Inc.
Showing 1 - 6 of 6 top financial advisors.
1
Eric M. Verling
CRD#: 2204152
10391 Double R Blvd, Reno, NV 89521
96
Wealthminder
score

Eric Verling (CRD# 2204152) is an Investment Advisor Representative working at Bidart & Ross Inc. in Reno, NV and has over 25 years of experience in the finance industry.

2
Annette Bidart
CRD#: 1673266
10391 Double R Blvd, Reno, NV 89521
93
Wealthminder
score

Annette Bidart (CRD# 1673266) is an Investment Advisor Representative working at Bidart & Ross Inc. in Reno, NV and has over 30 years of experience in the finance industry.

3
Michael J. Fleiner
CRD#: 2360714
10391 Double R Blvd, Reno, NV 89521
93
Wealthminder
score

Michael Fleiner (CRD# 2360714) is an Investment Advisor Representative working at Bidart & Ross Inc. in Reno, NV and has over 24 years of experience in the finance industry.

4
Peter J. Ross
CRD#: 1247719
10391 Double R Blvd, Reno, NV 89521
93
Wealthminder
score

Peter Ross (CRD# 1247719) is an Investment Advisor Representative working at Bidart & Ross Inc. in Reno, NV and has over 33 years of experience in the finance industry.

5
Joseph V. Carter
CRD#: 6169228
10391 Double R Blvd, Reno, NV 89521
89
Wealthminder
score

Joseph Carter (CRD# 6169228) is an Investment Advisor Representative working at Bidart & Ross Inc. in Reno, NV and has over 4 years of experience in the finance industry.

6
Amy M. Thompson-Foster
CRD#: 4023038
10391 Double R Blvd, Reno, NV 89521
81
Wealthminder
score

Amy Thompson-Foster (CRD# 4023038) is an Investment Advisor Representative working at Bidart & Ross Inc. in Reno, NV and has over 18 years of experience in the finance industry.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.