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BAER WEALTH MANAGEMENT
MOLLY B INVESTMENT GROUP LLC
CRD 150555 · SEC 801-118667
101 VILLAGE PARKWAY, BUILDING 1, SUITE 200, MARIETTA, GA, 30067, United States
Phone
770-984-2312
Fax
770-984-3770
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$334.7M
Discretionary AUM
$334.7M
Team
2 total employees; 2 advisory reps; 10 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-24
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 114 | $34.3M |
| High net worth individuals | 149 | $245.2M |
| Pension/profit sharing plans | 32 | $47.3M |
| Charitable organizations | 6 | $2.8M |
| Corporations/business entities | 7 | $5.1M |
States served
GA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD