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Diana Lea Dessonville

BAILARD, INC.·FOSTER CITY, California
Unclaimed Profile
950 TOWER LN, FOSTER CITY, CA 94404-2131CRD# 1865178Firm CRD# 110550
01

About

Diana Lea Dessonville is a registered financial advisor based in FOSTER CITY, California, affiliated with BAILARD, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Institutional Investors
Pension & Retirement Plans
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
BAILARD, INC.
BAILARD, INC.
AUM
$6.1B
Regulatory assets under management
Employees
75
Total firm employees
View all advisors at BAILARD, INC. →
Services
Financial planning
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
Market timing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 1865178
Firm CRD# 110550
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Diana Lea Dessonville offer?
Diana Lea Dessonville specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in FOSTER CITY, California for a consultation.
What are Diana Lea Dessonville's credentials?
Diana Lea Dessonville is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Diana Lea Dessonville located?
Diana Lea Dessonville is based in FOSTER CITY, California, working with BAILARD, INC.. Their office serves clients in the FOSTER CITY metropolitan area and surrounding communities.
How does Diana Lea Dessonville charge for services?
Diana Lea Dessonville's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BAILARD, INC.?
BAILARD, INC. has approximately 75 employees and manages $6.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in FOSTER CITY
Dennis J. O'connell — BAILARD, INC.Lior Kosovski — IEQ CAPITAL, LLCDonal Denis Delaney — IIF MANAGEMENT COMPANY, LLCRonald Walter Kaiser — BAILARD, INC.Ariel Tseitlin — SCALE MANAGEMENT, LLC
Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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