BAILARD, INC.

950 Tower Ln
Ste 1900
Foster City, California 94404-2131
Tel: 650-571-5800

About BAILARD, INC.

BAILARD, INC, formally registered with the SEC as BAILARD, INC. The firm was established in 03/03/1972. They have over 2 offices throughout the country.

BAILARD, INC. is a Foster City, California based Financial Planning firm with nearly $6,062,652,350 assets under management, offering retirement planning & investment advisory services to 2451 clients. The firm is staffed with 75 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	110550
SEC#	801-8562
Assets Managed by Firm	$6,062,652,350
No. of Clients	2451
No. of Advisors	75

Fee Structure

A percentage of AUM
Fixed fees
Performance Based

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for investment companies
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Publication of periodicals and newsletters
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	2451	$6,062,652,350
Individuals (other than high net worth individuals)	253	$121,657,581
High net worth individuals	727	$4,141,223,490
Pension and profit sharing plans	2	$13,996,041
Charitable organizations	39	$295,938,961
Corporations or other businesses	8	$20,478,362

More Retirement Planning firms in Foster City, California:

Firm Name	Assets Under Management	Total Clients	Total Advisors
CAPITAL RESEARCH AND MANAGEMENT COMPANY 333 S Hope Street, 55th Floor Los Angeles, CA, 90071-1406	$3,315,358,763,219	22262	1384
BLACKROCK FUND ADVISORS 400 Howard Street San Francisco, CA, 94105	$3,047,294,350,591	522	700
PACIFIC INVESTMENT MANAGEMENT COMPANY LLC 650 Newport Center Drive Newport Beach, CA, 92660	$2,615,929,249,500	2811	3194
CHARLES SCHWAB INVESTMENT MANAGEMENT, INC 211 Main Street San Francisco, CA, 94105	$1,098,805,397,188	304509	857
FRANKLIN ADVISERS, INC. One Franklin Parkway, Building 970, 1st Floor San Mateo, CA, 94403	$467,015,634,913	18979	408

Explore More Retirement Advisors in Foster City, California

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.