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Dan E Baer

PARK SHORE PARTNERS LLC·ERIE, Pennsylvania
Unclaimed Profile
5121 ZUCK ROAD, ERIE, PA 16506CRD# 4556250Firm CRD# 145265
01

About

Dan E Baer is a registered financial advisor based in ERIE, Pennsylvania, affiliated with PARK SHORE PARTNERS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
PARK SHORE PARTNERS LLC
PARK SHORE PARTNERS LLC
AUM
$115M
Regulatory assets under management
Employees
12
Total firm employees
View all advisors at PARK SHORE PARTNERS LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 4556250
Firm CRD# 145265
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Dan E Baer offer?
Dan E Baer specializes in Retirement Planning. Contact their office in ERIE, Pennsylvania for a consultation.
What are Dan E Baer's credentials?
Dan E Baer is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Dan E Baer located?
Dan E Baer is based in ERIE, Pennsylvania, working with PARK SHORE PARTNERS LLC. Their office serves clients in the ERIE metropolitan area and surrounding communities.
How does Dan E Baer charge for services?
Dan E Baer's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PARK SHORE PARTNERS LLC?
PARK SHORE PARTNERS LLC has approximately 12 employees and manages $115M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Pennsylvania
PHILADELPHIA (568)PITTSBURGH (541)RADNOR (221)WAYNE (201)CONSHOHOCKEN (146)
City Guides
PHILADELPHIA GuidePITTSBURGH GuideRADNOR GuideWAYNE GuideCONSHOHOCKEN Guide
Research
Advisor Fees in PennsylvaniaNational Fee Analysis
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