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Home > Retirement Planners > washington > bellingham > BARING FINANCIAL LLC
BARING FINANCIAL LLC
1310 10th St
Suite 101
Bellingham, Washington 98225
Tel: 360-671-7257
About BARING FINANCIAL LLC
BARING FINANCIAL LLC, formally registered with the SEC as BARING FINANCIAL LLC. The firm was established in 12/09/2021. They have over 1 offices throughout the country.
BARING FINANCIAL LLC is a Bellingham, Washington based Financial Planning firm with nearly $188,071,412 assets under management, offering retirement planning & investment advisory services to 1003 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 173761 |
| SEC# | 801-122840 |
| Assets Managed by Firm | $188,071,412 |
| No. of Clients | 1003 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1003 | $188,071,412 |
| Individuals (other than high net worth individuals) | 435 | $104,079,500 |
| High net worth individuals | 37 | $83,991,912 |
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|---|---|---|---|
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