AdvisorOS Directory
Claim Profile
RB

Richard Evan Baer

LEGACY CAPITAL GROUP CALIFORNIA, INC.·LOS GATOS, California
Unclaimed Profile
459 MONTEREY AVENUE, LOS GATOS, CA 95030CRD# 848798Firm CRD# 111436
01

About

Richard Evan Baer is a registered financial advisor based in LOS GATOS, California, affiliated with LEGACY CAPITAL GROUP CALIFORNIA, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

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

Firm Overview

Firm
LEGACY CAPITAL GROUP CALIFORNIA, INC.
LEGACY CAPITAL GROUP CALIFORNIA, INC.
AUM
$444M
Regulatory assets under management
Employees
18
Total firm employees
View all advisors at LEGACY CAPITAL GROUP CALIFORNIA, INC. →
Services
Financial planning
Portfolio management (individuals)
Pension consulting
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Subscription fees
Commissions
Other: REFERRAL FEES
Regulatory
SEC/IARD CRD# 848798
Firm CRD# 111436
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in LOS GATOS?

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

Browse LOS GATOS AdvisorsAre you this advisor? Claim profile

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 Richard Evan Baer offer?
Richard Evan Baer specializes in Financial Planning, Investment Management, Retirement Planning. Contact their office in LOS GATOS, California for a consultation.
What are Richard Evan Baer's credentials?
Richard Evan Baer is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Richard Evan Baer located?
Richard Evan Baer is based in LOS GATOS, California, working with LEGACY CAPITAL GROUP CALIFORNIA, INC.. Their office serves clients in the LOS GATOS metropolitan area and surrounding communities.
How does Richard Evan Baer charge for services?
Richard Evan Baer's firm is compensated through percentage of aum, subscription fees, commissions, other: referral fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is LEGACY CAPITAL GROUP CALIFORNIA, INC.?
LEGACY CAPITAL GROUP CALIFORNIA, INC. has approximately 18 employees and manages $444M 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 →
Other advisors in LOS GATOS
Brent Charles Bunger — LEGACY CAPITAL GROUP CALIFORNIA, INC.Andrew Michael Baugh — LEGACY CAPITAL GROUP CALIFORNIA, INC.Kim Ann Lawson — LEGACY CAPITAL GROUP CALIFORNIA, INC.Brent Ronald Knudsen — PARTNERSHIP CAPITAL GROWTH INVESTORS MANAGEMENT, LLCGregory Reed Hardester — COMPREHENSIVE FINANCIAL 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
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile