Unclaimed Profile

Sonya Thadhani Mughal

BAILARD, INC.·FOSTER CITY, California

SIE, Series 7, Series 24, Series 66CFAClean record25 years registeredBAILARD, INC.

950 TOWER LN, FOSTER CITY, CA 94404-2131CRD# 4165573Firm CRD# 110550

Profile Verification

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

Identity

Sonya Thadhani Mughal · FOSTER CITY, CA

Registration

CRD #4165573 · BAILARD, INC. · 25 years registered

Brand Profile

Not yet started

Career History

BAILARD, INC.

Jul 2001 – present

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 66

Registration record

First registered · July 25, 2001

Years registered · 25

Professional designation · CFA

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BAILARD, INC.

CRD 110550 · SEC 801-8562

AUM

$6.1B

Regulatory assets under management

Employees

2,451 client accounts

Services offered by BAILARD, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Portfolio management (pooled investments)

Pension consulting

Selection of other advisers

Market timing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

Pension & Retirement Plans

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at BAILARD, INC. →

Introduction

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Frequently Asked Questions

What services does Sonya Thadhani Mughal offer?

Sonya Thadhani Mughal specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in FOSTER CITY, California for a consultation.

What are Sonya Thadhani Mughal's credentials?

Sonya Thadhani Mughal holds the following professional designations: CFA. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Sonya Thadhani Mughal located?

Sonya Thadhani Mughal 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 Sonya Thadhani Mughal charge for services?

Sonya Thadhani Mughal'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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