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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 |
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