Baer Fiduciary

Finance · California, United States · 1-10 Employees

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Overview

Headquarters

19201 Sonoma Hwy 139, Sonoma, California...

Phone Number

(415) 717-2753

Revenue

<$5 Million

Industry

Finance Business Services Securities Trading Accounting for Legal Practices
ZI Rank: 1
Signal Type
Mar
Apr
May
Jun
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Aug
ZI Rank
1
1
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1
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1

About Baer Fiduciary

Baer Fiduciary offers professional private fiduciary services with a commitment to the highest standards of care. They serve as advocates for clients, managing assets and daily finances with loyalty, especially for those unable to do so themselves. The company administers assets according to clients' wills, trusts, or powers of attorney, always prioritizing the interests of clients and their beneficiaries. Baer Fiduciary operates in Marin, Sonoma, Napa, and San Francisco Counties.Explore more
Popular SearchesBaer Fiduciarybaerfiduciary.comSIC Code 60,609NAICS Code 52,523Show more

Baer Fiduciary Org Chart

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SB
United States flag for contact location.

California Licensed Fiduciary 606, National C...

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Compare insights from companies similar to Baer Fiduciary, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Baer Fiduciary

<$5M
1-10
Private
-
-
SB
Susan BaerCalifornia Licensed Fiduciary 606, National Certified Guardian Professional
<$5M
1-10
Private
-
-
TT
Thomas ThorpeCalifornia Licensed Fiduciary Professional
<$5M
1-10
Private
-
2010
JD
Jeanne DrabiakFiduciary Principal
<$5M
1-10
Private
-
2019
N/A
<$5M
1-10
Private
<$5M
2021
RC
Rebecca CotéOwner, California Licensed Professional Fiduciary
<$5M
1-10
Private
-
-
DS
Daniel SkeneOffice Manager
<$5M
1-10
Private
-
-
N/A
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Baer Fiduciary is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Baer Fiduciary is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Baer Fiduciary.

Baer Fiduciary Tech Stack

A closer look at the technologies used by Baer Fiduciary

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Frequently Asked Questions Regarding Baer Fiduciary

What is Baer Fiduciary's official website?
Baer Fiduciary's official website is www.baerfiduciary.com
What is Baer Fiduciary's Revenue?
Baer Fiduciary's revenue is <$5 Million
What is Baer Fiduciary's SIC code?
Baer Fiduciary's SIC: 60,609
What is Baer Fiduciary's NAICS code?
Baer Fiduciary's NAICS: 52,523
How many employees does Baer Fiduciary have?
Baer Fiduciary has 1-10 employees
What industry does Baer Fiduciary belong to?
Baer Fiduciary is in the industry of: Finance, Business Services, Securities Trading
What is Baer Fiduciary competition?
Baer Fiduciary top competitors include: Cogan Fiduciary Services, Hitchman Fiduciaries, Cherry Creek Fiduciary Services, Trust and Estate Management
What technology does Baer Fiduciary use?
Some of the popular technologies that Baer Fiduciary uses are: Sentry, Unix, Microsoft 365, Wix
How do I contact Baer Fiduciary?
Baer Fiduciary contact info: Phone number: (415) 717-2753 Website: www.baerfiduciary.com
What does Baer Fiduciary do?

Baer Fiduciary offers professional private fiduciary services with a commitment to the highest standards of care. They serve as advocates for clients, managing assets and daily finances with loyalty, especially for those unable to do so themselves. The company administers assets according to clients' wills, trusts, or powers of attorney, always pri... oritizing the interests of clients and their beneficiaries. Baer Fiduciary operates in Marin, Sonoma, Napa, and San Francisco Counties.Read More

Is Baer Fiduciary a public company?
Baer Fiduciary is private company therefore does not currently have an official ticker symbol
See more information about Baer Fiduciary

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