Adviser Profile
| As of Date | 03/09/2025 |
| Registration status | Registration Changed to BAER INVESTMENT ADVISORY LLC |
| Contact Info | 917 xxxxxxx |
| Websites |
| AUM* | 107,493,025 111% |
| of that, discretionary | 107,493,025 111% |
| Number of Employees | 4 |
| of those in investment advisory functions | 3 |
| Private Fund GAV* | 0 |
| Avg Account Size | 1,119,719 43% |
| % High Net Worth | 76.56% 34% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Corporations or other businesses not listed above
Advisory Activities
- Portfolio management for individuals and/or small businesses
Compensation Arrangments
- A percentage of assets under your management
- Performance-based fees
Reported AUM
1
1
1
1
Private Funds
No private funds