Baer Investment Advisory LLC
Baer Investment Advisory LLC (CRD# 152063) is a financial advisory firm headquartered in , . They manage $51,000,000 in 65 accounts and serve the financial needs of clients across 1 states (or territories).
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Total Assets Under Management51MILLION
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Total Number of Accounts65ACCOUNTS
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Average Account Value$784,615
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
CA
Darel Baer (CRD# 1402746) is an Investment Advisor Representative working at Baer Investment Advisory LLC in Yuba City, CA and has over 36 years of experience in the finance industry.
Robert Baer (CRD# 4233785) is an Investment Advisor Representative working at Baer Investment Advisory LLC in Yuba City, CA and has over 23 years of experience in the finance industry.
Gregory Smith (CRD# 3170511) is an Investment Advisor Representative working at Baer Investment Advisory LLC in Tiburon, CA and has 1 year of experience in the finance industry.
Brock Stassi (CRD# 7638870) is an Investment Advisor Representative working at Baer Investment Advisory LLC in Yuba City, CA and has 1 year of experience in the finance industry.