Bailard, based in Foster City, California, is ranked No. 86 on the 2020 CNBC Financial Advisor 100 list. The firm ranked No. 54 on last year's CNBC FA 100 list.
Total AUM:Â $3.8B+
Years in Business:Â 51
Accounts Under Management:Â 1,975
Previous appearances on FA 100 List: 1 (No. 54Â in 2019)
Principals:
Peter Hill, Chairman & Chief Executive Officer
Sonya Mughal, Chief Operating Officer
Contact:
950 Tower Lane, Suite 1900, Foster City, CA 94404
(650) 571-5800