Unclaimed Profile

Francois Marcoux

BAILARD, INC.·FOSTER CITY, California

Clean recordBAILARD, INC.

950 TOWER LN, FOSTER CITY, CA 94404-2131CRD# 2942240Firm CRD# 110550

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Francois Marcoux · FOSTER CITY, CA

Registration

CRD #2942240 · BAILARD, INC.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Francois Marcoux 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.

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

Introduction

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Firm Overview

Firm

BAILARD, INC.

AUM

$6.1B

Regulatory assets under management

Employees

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

Background

Compensation

Percentage of AUM

Subscription fees

Performance-based fees

Regulatory

SEC/IARD CRD# 2942240

Firm CRD# 110550

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Francois Marcoux offer?

Francois Marcoux specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in FOSTER CITY, California for a consultation.

What are Francois Marcoux's credentials?

Francois Marcoux is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Francois Marcoux located?

Francois Marcoux 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 Francois Marcoux charge for services?

Francois Marcoux'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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