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Irene Liando

Bailard, Inc.

Foster City, CA

CRD 5482851

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Employer firm

Bailard, Inc. CRD 110550

$7.56B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

Current Employers
Bailard, Inc.

950 Tower Ln Ste 1900, Foster City, CA 94404-2131 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2024-08-14
  • CA RA
    APPROVED
    Since 2024-08-14

Branch Locations

950 Tower Ln Ste 1900, Foster City, CA 94404-2131 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Bailard, Inc Foster City CA 11/2023 Present
Evans & Partners Sydney 07/2019 12/2022
Schroders Jakarta 10/2011 07/2019
Unemployed San Francisco CA 01/2023 10/2023
  • 11/2023 → Present
    Bailard, Inc
    Foster City, CA
  • 07/2019 → 12/2022
    Evans & Partners
    Sydney
  • 10/2011 → 07/2019
    Schroders
    Jakarta
  • 01/2023 → 10/2023
    Unemployed
    San Francisco, CA
Designations
  • Chartered Financial Analyst

View on SEC IAPD

Nearby Firms

CITIGROUP GLOBAL MARKETS INC.
U.S. BANCORP ADVISORS, LLC
J.P. MORGAN SECURITIES LLC

Nearby Investors

TONY HUNG NGUY
DYLAN BOWSKY
Ronald Timothy Clement

Nearby Offices

CITIGROUP GLOBAL MARKETS INC. · Foster City, CA
U.S. BANCORP ADVISORS, LLC · Foster City, CA
J.P. MORGAN SECURITIES LLC · SAN MATEO, CA

More in Foster City, CA

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