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BAER WEALTH MANAGEMENT
Tel: 770-984-2312
101 Village Parkway Building 1, Suite 200
Marietta, Georgia 30067
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
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
Firm CRD#:
150555
SEC#:
801-118667
No. of Clients:
639
Assets under Management
$249,725,000
No. of Advisors:
2
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