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BACKER
474 Bryant St
San Francisco, California 94107
Tel: +1 (844) SAVE-529
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 Status | Approved |
|---|---|
| Firm CRD# | 281813 |
| SEC# | 801-106798 |
| Assets Managed by Firm | $38,598,587 |
| No. of Clients | 12416 |
| No. of Advisors | 20 |
Fee Structure
- Fixed fees
Advisory Services Provided
- Other (ADVICE ON INVESTING IN 529 PLANS)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 12416 | $38,598,587 |
| Individuals (other than high net worth individuals) | 12416 | $38,598,587 |
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