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MOLLY B INVESTMENT GROUP LLC

UUID6154aba2-e18f-506d-b558-30e21b185a91
TypeASSET_MANAGER
Status
Created2025-10-23 02:23:51
Updated2025-10-23 02:23:51

Available Loaders

Identifiers

AuthorityIdentifierDisplayAs OfConfidence
adv_crd 150555 150555 1.0
sec_file_number 801-118667 801-118667

Profile

WebsiteHTTP://WWW.BAERWEALTH.COM
HQ CityMARIETTA
HQ StateGA
HQ CountryUnited States
AUM (USD)
AUM As OfNone
Aliases:
  • BAER WEALTH MANAGEMENT adv_xlsx

ADV Metrics

Assets & Accounts

  • RAUM (total)294,329,000.0
  • RAUM (discretionary)294,329,000.0
  • Actionable assets268,669,000.0
  • Accounts657.0

Institutional Clients

  • Government AUM0.0
  • Pension AUM29,682,000.0
  • Charitable AUM1,342,000.0
  • HNW AUM232,485,000.0

As of 2025-04-24 00:00:00 • Source ia09022025.xlsx

People

NameTitleRoleEmailEvidence
No people recorded.

Outbound Affiliations

RelationOrganizationLast UpdatedEvidence
No outbound affiliations.

Inbound Affiliations

RelationOrganizationLast UpdatedEvidence
No inbound affiliations.

Evidence

No evidence recorded for this organization yet.