Bailard Review

Trust Score 95%
Trust Score info_outline

Last updated: May 21st, 2019. Data source: SEC filings.

Bailard, federally registered in 1972, is a Registered Investment Advisor (RIA) in 50 state(s) with a licensed staff of 37 advisors. Bailard manages $4.0 billion and provides investment advisory services for 823 clients (1:23 advisor/client ratio). This firm does not have a disciplinary history.


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Firm Information

Feature Value
Minimum Investment $2,000,000
Average Client Balance $4,807,442
Hybrid Advisor No
Disciplinary History No
Total AUM $4.0 billion
Advisor / Client Ratio 1:23
Headquarters Foster City, CA
SEC Filings Forms and Brochures    (CRD # 110550)
State(s) Registered AL, AK, AZ, AR, CA, CO, CT, DE, DC, FL, GA, HI, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MO, MT, NE, NV, NH, NJ, NM, NY, NC, ND, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VT, VI, VA, WA, WV, WI, WY

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