BAER WEALTH MANAGEMENT - Financial Advisor in Georgia, Marietta

Tel: 770-984-2312 101 Village Parkway Building 1, Suite 200 Marietta, Georgia 30067

About BAER WEALTH MANAGEMENT

BAER WEALTH MANAGEMENT is a Marietta, Georgia based financial advisory firm with nearly $249,725,000 in assets under management and provides investment advisory services for 639 clients. There are currently 2 financial advisors at the firm.

General Information

Firm CRD#:

150555

Firm SEC#:

801-118667

Assets Under Management:

$249,725,000

No. of Clients:

639

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services

Fee Structure:

A percentage of AUM, Commission Based

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Financial AdvisorFirmCRD#SEC#No. of ClientsNo. of AdvisorsAUM

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801-66563

676

$1,583,450,503

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$1,147,123,280

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$144,405,158

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