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CEO · Baer Investment Advisory LLC

Darel A. Baer

CRD 1402746 · Named on Form ADV at one SEC-registered adviser

At a glance

Baer Investment Advisory LLC, an SEC-registered wealth manager with $119 million in regulatory assets, lists Darel A. Baer on its Form ADV as CEO, a control person.

Firms and roles

AtlasMembers

Darel’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Darel’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.