Baer Wealth

Baer Wealth

Financial Services 101 Village Pkwy, Building 1 4 employees
Employees
4
Contacts
1
Emails
1
Phones
1

Baer Wealth Overview

Headquarters
101 Village Pkwy, Building 1
Phone Number
Available in AeroLeads
Website
baerwealth.com
Industry
Financial Services
Employees
4
Founded
2009
Funding
,
Company Email
Available in AeroLeads
NAICS
Finance and Insurance
Monetary Authorities-Central Bank

About Baer Wealth

Our firm is an Independent Registered Investment Advisor. We act exclusively in partnership with high net worth and corporate clients. We are in a position to do that and pride ourselves on strong personal interaction with our clients and dedication to their needs. Independence is key to offering investment advice based on what’s best for our clients. We charge a fee based on a percentage of total assets managed. It’s simple and easy to understand, helping to avoid surprises. It also gives us an incentive to grow your assets - when you succeed, we succeed.

Baer Wealth Contact Details

People in AeroLeads
1
With contact data
1
Email contacts
1
100.0% coverage
Phone contacts
1
100.0% coverage

Baer Wealth Org Chart

Sample employees and titles
Name Title Contact
Sandra Clausen Office Manager/ Client Services Manager
Email Phone

Department Contact Coverage

Department Contacts Email Phone
Sales 2 2 1