Bailard


Trust Score 95%
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Last updated: August 16th, 2019. Data source: SEC filings.

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Bailard, federally registered in 1972, is a Registered Investment Advisor (RIA) in 50 state(s) with a licensed staff of 36 advisors. Bailard manages $3.6 billion and provides investment advisory services for 855 clients (1:24 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 $4,252,875
Hybrid Advisor No
Disciplinary History No
Total AUM $3.6 billion
Advisor / Client Ratio 1:24
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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