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Molly B Investment Group LLC

● SEC registered since 2020CRD 150555SEC# 801-118667Marietta, GA
Export (members)
Reg. AUM
$294.3M
Employees
2
Accounts
657
Location
Marietta, GA

Molly B Investment Group LLC assets under management

Molly B Investment Group LLC is a registered investment adviser overseen by the SEC based in Marietta, GA. The firm has been registered since 2020. It reports $294.3 million in regulatory assets under management and employs 2 people.
www.baerwealth.comView on SEC.gov ↗

Molly B Investment Group LLC owners & executives

2 reported
NameTitleOwnershipSince
Kenneth James Baer ControlChief Compliance OfficerUnder 5%2011
Molly E. Baer ControlManaging MemberOver 75%2014

Frequently asked questions

How much does Molly B Investment Group LLC manage?

Molly B Investment Group LLC reports $294.3 million in regulatory assets under management on its Form ADV.

How many employees does Molly B Investment Group LLC have?

Molly B Investment Group LLC reports 2 employees.

Where is Molly B Investment Group LLC located?

Molly B Investment Group LLC is based in Marietta, GA and has been SEC-registered since 2020.

Does Molly B Investment Group LLC disclose fund performance?

Molly B Investment Group LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address101 Village Parkway, Building 1, Suite 200, Marietta, GA 30067
Phone770-984-2312
Fax770-984-3770
Office hours9:00a.m.-5:00p.m.
SEC regionAtlanta Regional Office (ARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$294.3M
Non-discretionary$0
Total (RAUM)$294.3M