← Back to searchVisit website
BAER INVESTMENT ADVISORY LLC
CRD 152063 · SEC 801-132149
Advisory firmLLC
Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.
CA, United States
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$119.0M
Discretionary AUM
$119.0M
Team
4 total employees; 3 advisory reps
Clients
—
Fees
Percentage of AUM; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 27 | $8.6M |
| High net worth individuals | 50 | $107.3M |
| Investment companies | 3 | $3.1M |
States served
CA, NY, VA, WA
All web addresses on file
Official SEC filing: View on IAPD