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BARING FINANCIAL LLC
CRD 173761 · SEC 801-122840
1310 10TH ST, SUITE 101, BELLINGHAM, WA, 98225, United States
Phone
360-671-7257
Fax
360-671-2171
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$210.3M
Discretionary AUM
$210.3M
Team
3 total employees; 2 advisory reps
Clients
251-500
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-02-11
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 429 | $87.1M |
| High net worth individuals | 54 | $123.2M |
States served
AZ, CA, IL, NE, UT, WA, TX, HI
Official SEC filing: View on IAPD