Claim Profile
JH

Janis Mayo Horne

BAILARD, INC.·FOSTER CITY, California
Unclaimed Profile
950 TOWER LN, FOSTER CITY, CA 94404-2131CRD# 1764068Firm CRD# 110550
01

About

Janis Mayo Horne 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
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# 1764068
Firm CRD# 110550
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in FOSTER CITY?

Browse all registered financial advisors in FOSTER CITY, California or claim this profile if it's yours.

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Janis Mayo Horne offer?
Janis Mayo Horne specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in FOSTER CITY, California for a consultation.
What are Janis Mayo Horne's credentials?
Janis Mayo Horne is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Janis Mayo Horne located?
Janis Mayo Horne 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 Janis Mayo Horne charge for services?
Janis Mayo Horne'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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Browse by specialty