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- Custodian
- Charles Schwab & Company ยท Goldman Sachs
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 04-14-2014
- Office Locations
- 3
Office Locations
About Baer Investment Advisory LLC
Baer Investment Advisory LLC is a Tiburon, CA registered investment adviser serving entrepreneurs and other high-net-worth/qualified purchasers. The firm provides wealth planning, portfolio construction and asset-allocation advice, with portfolios implemented largely through ETFs and derivatives alongside public equities, fixed income and alternative strategies (e.g., hedge funds/private equity). Custody includes Charles Schwab and Goldman Sachs.
Team overview
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Accredited Investors
Asset Classes
Client Personas
Custodian
Investment Themes
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Services
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Owner & Executives
DAREL ANDREW BAER
Chief Executive Officer, Partner
- CRD
- #1402746
- Ownership
- 50% but less than 75%
ROBERT GORDON BAER
Chief Compliance Officer, Principal
- CRD
- #4233785
- Ownership
- 10% but less than 25%
Showing 2 of 3 owners & executives
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Brock James Stassi
--
- CRD
- #7638870
Showing 1 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $118,990,000 | $1,487,375 |
| Non-Discretionary | $0 | -- |
| Total | $118,990,000 | $1,487,375 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Derivatives | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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