Adam
Gerken
Bailard, Inc
Answer a few questions and
get matched with an advisor.
About this Advisor
Adam Gerken is a financial advisor operating out of San Mateo, California who has 4 years of relevant experience. Gerken works at Bailard, Inc. Throughout their career, Gerken has worked at Bailard, Inc, Alps, A Dst Company, Colorado College, Apollo Aquatics, Inc, Teton Gravity Research, 3 Creek Ranch and Denver Wealth Management. Gerken maintains a Series 65 license, designating them as an investment advisor representative, and is approved to work in California. Bailard, Inc is a financial advisory business operating out of San Mateo, CA. The company has a total of 62 employees. It oversees $6 billion in assets between its 2,268 accounts, making it one of the largest investment advisory firms in the nation by assets under management. The firm serves seven charities and foundations. Of its 2,268 accounts, 72% are associated with high-net-worth investors who have more than $1 million in assets. Bailard, Inc performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, publication of newsletters and educational seminars. A financial advisor's fee schedules typically vary depending on which services the firm provides the client. However, fee types charged by Bailard, Inc can consist of asset-based, hourly, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Bailard, Inc Brokerage Details
$5,504,752,654
62
2,268
$2,427,140
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Publication of periodicals or newsletters
- Educational seminars/workshops
Adam Gerken Work History
Adam has been registered as a financial advisor for 4 years.*
Bailard, Inc
Bailard, Inc
Alps, A Dst Company
Apollo Aquatics, Inc
Denver Wealth Management
Teton Gravity Research
3 Creek Ranch
Apollo Aquatics, Inc
Apollo Aquatics, Inc
Colorado College
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Adam Gerken to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Bailard, Inc
San Mateo, CA
San Mateo, CA
San Mateo, CA
San Mateo, CA
San Mateo, CA
San Mateo, CA
San Mateo, CA
Vail, CO
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
