C
CRD: 172152
Celia Mann Baehr, CFP
Mobile, AL, 36606
2514767183
$44.8M Total AUM
$44.8M Disc. AUM
-- 3Y CAGR
1 Employees
38 ADV. Clients
11 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- American Funds · Charles Schwab & Company · LPL Financial
- Clients
- Retail
- Platforms
- --
- Established Date
- 10-07-2014
- Office Locations
- 1
Office Locations
2866 Dauphin Street Suite R Mobile AL
About Celia Mann Baehr, CFP
Celia Mann Baehr, CFP is a Mobile-based RIA. The firm has been operating for 11 years. Managing $44.8M in total assets under management, with 1 advisory representatives. They custody assets with American Funds and Charles Schwab & Company. Services offered include Asset Management, Estate Planning, Financial Planning.
Team overview
-- AVG AGE
$44.8M AVG AUM / ADVISOR
$1.2M AVG AUM / CLIENT
11.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
11yrs Firm Age
Insights
See the complete signal summary connected to vertex peak.
Full visibility includes strategy notes for fusion pioneer.
Unlock to see real insight on ridge radial.
Open the full profile to inspect shifts in element radial.
See the complete signal summary connected to bridge optima.
Unlock to compare peer behavior around pioneer insight.
Full visibility includes strategy notes for catalyst legacy.
Unlock to see real insight on radial quantum.
Investment Themes
Legacy zenith Focus Capital
Investment Vehicles
Quantum wave
Services
Vertex legacy Frontier Momentum pathway Beacon radial Vertex Quantum signal
Owner & Executives
C
CELIA MANN BAEHR
Chief Compliance Officer, Financial Planner, MANAGING PRINCIPAL
- CRD
- #1082994
- Ownership
- 75% or more
(672) 749-5821
north.beacon@foundationcapital.com
in linkedin.com/in/legacy-unison
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $44,798,739 | -- |
| Non-Discretionary | $0 | -- |
| Total | $44,798,739 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $44,798,739
Equity - Exchange:
21.0% Public Funds:
24.1% U.S. Government/Agency:
11.8% Cash:
14.2% Corporate - Investment Grade:
28.9% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $185,075,153 | 21.0% |
| Public Funds | $212,395,770 | 24.1% |
| U.S. Government/Agency | $103,994,610 | 11.8% |
| Cash | $125,146,056 | 14.2% |
| Corporate - Investment Grade | $254,698,661 | 28.9% |
| Total | $881,310,250 | 100.0% |