Best Investors
Account
Sign in
Best Investors
Account
Sign in
Bailard, Inc. CRD 110550
$7.56B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
950 Tower Ln Ste 1900, Foster City, CA 94404-2131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2025-10-20 |
| TX | RA | APPROVED | 2024-03-25 |
| NY | RA | APPROVED | 2021-09-24 |
| WA | RA | APPROVED | 2021-09-24 |
| CA | RA | APPROVED | 1997-07-08 |
Branch Locations
950 Tower Lane Suite 1900, Foster City, CA 94404-2131 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bailard Fund Services, Inc. | Foster City | CA | 03/1985 | 06/2018 |
| Bailard, Inc. | Foster City | CA | 03/1985 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-08-29 |
| S63 | Uniform Securities Agent State Law Examination | 1993-11-23 |
Reach out to this advisor