Brock
Stassi
Baer Investment Advisory LLC
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About this Advisor
Brock Stassi is a financial advisor based in Yuba City, California, working with Baer Investment Advisory LLC. Brock has previously held positions with Philadelphia Phillies, Minnesota Twins, San Francisco Giants, Long Island Ducks, William Jessup University, and Baer Investment Advisory LLC. Brock is registered to provide services in California. Currently, Brock is part of Baer Investment Advisory LLC, which operates out of Yuba City, California. The firm has 3 offices and 4 employees. The firm manages assets totaling $107.5 million and serves high-net-worth clients. The services offered by the firm include portfolio management for individuals and small businesses. The fee structure at Baer Investment Advisory LLC includes asset-based and performance-based fees.
Services Offered
Fee Structure
Office Location
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Baer Investment Advisory LLC Brokerage Details
$107,493,025
4
96
$1,119,719
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
Brock Stassi Work History
Baer Investment Advisory LLC
William Jessup University
Long Island Ducks
Philadelphia Phillies
N/A
Minnesota Twins
San Francisco Giants
N/A
Philadelphia Phillies
Disclosures
Please visit the SEC profile of Brock Stassi 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 Baer Investment Advisory LLC
Yuba City, CA
San Rafael, CA
Yuba City, CA
Tiburon, CA
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