| Name | Title | Ownership | Since |
|---|---|---|---|
| Darel Andrew Baer Control | Ceo | 50-75% | 2009 |
| Gregory Howard Smith | Director Of Research | 10-25% | 2022 |
| Robert Gordon Baer | Chief Compliance Officer | 10-25% | 2021 |
Baer Investment Advisory LLC reports $107.5 million in regulatory assets under management on its Form ADV.
Baer Investment Advisory LLC reports 4 employees.
Baer Investment Advisory LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Phone | 415-717-1101 |
| Office hours | 6:30 a.m. - 4 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | Yes |
| Discretionary | $107.5M |
| Non-discretionary | $0 |
| Total (RAUM) | $107.5M |