Andrea
Gandolfo

Bailard, Inc

CRD#1764140
Investment Advisor
in San Mateo, CA

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About this Advisor

Andrea Gandolfo is a financial advisor based in San Mateo, California with 26 years of industry experience. Gandolfo is an advisor for Bailard, Inc. During their career, the advisor has held roles at Bailard, Inc and Bailard Fund Services, Inc. Gandolfo holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to serve investors in California. Bailard, Inc is a registered investment company that has its headquarters in San Mateo, CA. The investment advisory business has a total of 62 employees. It oversees $6 billion in assets among its 2,268 accounts, placing it among the biggest firms in the nation by assets under management. The firm provides financial advice to seven charities and foundations. Of its 2,268 customer accounts, 72% are associated with high-net-worth investors who have more than $1 million in investable assets. The advisory firm has a number of services, including 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. Financial management fee schedules typically vary depending on which services the firm provides the client. Fees billed by Bailard, Inc most likely are comprised of asset-based, hourly, fixed and performance-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

26 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Performance-based Fees

Office Location

950 Tower Lane Suite 1900
San Mateo, CA 94404-2131

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Bailard, Inc Brokerage Details

Total Assets Under Management

$5,504,752,654

CA Average: $7,578,581,321
Total Number of Employees

62

CA Average: 43
Total Number of Accounts

2,268

CA Average: 3,727
Average Account Size

$2,427,140

CA Average: $2,033,427

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

Andrea Gandolfo Work History

Andrea has been registered as a financial advisor for 26 years.*

1981 - Present (43 years)

Bailard, Inc

1987 - 2018 (31 years)

Bailard Fund Services, Inc

*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 Andrea Gandolfo 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

Adam Gerken
San Mateo, CA
Noah Holmes
San Mateo, CA
Benjamin Lathrop
San Mateo, CA
Annalise Durante
Vail, CO
Austin Lastinger
San Mateo, CA
Bradley Larson
San Mateo, CA
Linda Beck
San Mateo, CA
Osman Akgun
San Mateo, CA

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.

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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.

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