CRD: 114022
Bacon & Company
Carmel, CA
8316260505
$70.1M Total AUM
$70.1M Disc. AUM
-- 3Y CAGR
1 Employees
54 ADV. Clients
13 yrs Firm Age
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- Custodian
- Wells Fargo
- Clients
- Retail
- Platforms
- --
- Established Date
- 08-17-2012
- Office Locations
- 1
Office Locations
-- Carmel CA
About Bacon & Company
Bacon & Company is a Carmel-based RIA. The firm has been operating for 13 years. Managing $70.1M in total assets under management, with 1 advisory representatives. They custody assets with Wells Fargo. Services offered include Insurance.
Team overview
-- AVG AGE
$70.1M AVG AUM / ADVISOR
$1.3M AVG AUM / CLIENT
13.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
13yrs Firm Age
Insights
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Asset Classes
Ember
Investment Themes
Wave summit
Investment Vehicles
Legacy
Services
Matrix
Owner & Executives
R
ROBERT LAWRENCE BACON
Chief Compliance Officer, Vice President
- CRD
- #4466194
- Ownership
- 75% or more
(505) 477-6705
summit.crest@glaciercapital.com
in linkedin.com/in/crest-peak
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $70,110,168 | $495,553 |
| Non-Discretionary | $0 | -- |
| Total | $70,110,168 | $495,553 |
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Separately Managed Accounts
Total SMA Asset: $70,110,168
Equity - Exchange:
21.1% U.S. Government/Agency:
19.0% Cash:
26.2% Corporate - Investment Grade:
18.2% Municipal Bonds:
15.5% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $605,439,199 | 21.1% |
| U.S. Government/Agency | $545,182,217 | 19.0% |
| Cash | $751,777,584 | 26.2% |
| Corporate - Investment Grade | $522,227,176 | 18.2% |
| Municipal Bonds | $444,753,914 | 15.5% |
| Total | $2,869,380,090 | 100.0% |