Overview
Assets Under Management: $119 million
High-Net-Worth Clients: 50
Average Client Assets: $2.1 million
Frequently Asked Questions
BAER INVESTMENT ADVISORY LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #152063), BAER INVESTMENT ADVISORY LLC is subject to fiduciary duty under federal law.
BAER INVESTMENT ADVISORY LLC serves 50 high-net-worth clients according to their SEC filing dated March 30, 2026. View client details ↓
According to their SEC Form ADV, BAER INVESTMENT ADVISORY LLC offers portfolio management for individuals. View all service details ↓
BAER INVESTMENT ADVISORY LLC manages $119 million in client assets according to their SEC filing dated March 30, 2026.
According to their SEC Form ADV, BAER INVESTMENT ADVISORY LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 50
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 90.13%
Average Client Assets: $2.1 million
Total Client Accounts: 80
Discretionary Accounts: 80
Regulatory Filings
CRD Number: 152063
Filing ID: 2087470
Last Filing Date: 2026-03-30 15:01:04