Adam
Gerken
Bailard, Inc
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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
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Bailard, Inc Brokerage Details
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/assets@2x.png)
$5,504,752,654
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/employees@2x.png)
62
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/accounts@2x.png)
2,268
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/account-size@2x.png)
$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
Vail, CO
San Mateo, CA
San Mateo, CA
San Mateo, CA
San Mateo, CA
San Mateo, CA
San Mateo, CA
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