Overview
Assets Under Management: $210 million
Headquarters: BELLINGHAM, WA
High-Net-Worth Clients: 54
Average Client Assets: $2 million
Frequently Asked Questions
BARING FINANCIAL 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 #173761), BARING FINANCIAL LLC is subject to fiduciary duty under federal law.
BARING FINANCIAL LLC is headquartered in BELLINGHAM, WA.
BARING FINANCIAL LLC serves 54 high-net-worth clients according to their SEC filing dated February 11, 2026. View client details ↓
According to their SEC Form ADV, BARING FINANCIAL LLC offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
BARING FINANCIAL LLC manages $210 million in client assets according to their SEC filing dated February 11, 2026.
According to their SEC Form ADV, BARING FINANCIAL LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 54
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 58.59
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,014
Discretionary Accounts: 1,014
Regulatory Filings
CRD Number: 173761
Filing ID: 2043979
Last Filing Date: 2026-02-11 10:46:31