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BACKER

474 Bryant St
San Francisco, California 94107
Tel: +1 (844) SAVE-529

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About BACKER

BACKER, formally registered with the SEC as BACKER. The firm was established in 10/16/2015. They have over 1 offices throughout the country.

BACKER is a San Francisco, California based Financial Planning firm with nearly $38,598,587 assets under management, offering retirement planning & investment advisory services to 12416 clients. The firm is staffed with 20 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#281813
SEC#801-106798
Assets Managed by Firm$38,598,587
No. of Clients12416
No. of Advisors20

Fee Structure

  • Fixed fees

Advisory Services Provided

  • Other (ADVICE ON INVESTING IN 529 PLANS)

Firm Client Information

No. of ClientsAUM
Firm Total12416$38,598,587
Individuals (other than high net worth individuals)12416$38,598,587

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