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Baring Financial LLC

Headquartered in BELLINGHAM, WA

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Firm Information

Baring Financial LLC is an investment advisor registered with the SEC and located in Bellingham, WA. The firm provides financial planning, pension consulting, and portfolio management services to individuals, corporations, high-net-worth individuals, and pension and profit-sharing plans. The firm has 1 licensed agent and 2 investment advisor representatives. They currently manage $136,435,327 in assets for 880 accounts.

Baring Financial LLC

1310 10TH ST

BELLINGHAM, WA 98225

$136.44M

Assets Under Management

Not reported

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (2)

BARING FINANCIAL LLC has a total of 2 branch locations across the country.
location

Bellingham, WA

location

BELLINGHAM, WA

Advisors at Baring Financial LLC

View All 2 Advisors
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Melvin Walter Danson

RA

Bellingham, WA

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Elise Makana fontanilla Williams

RA

BELLINGHAM, WA

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Disclosures

There are no public disclosures for Baring Financial LLC.

Frequently Asked Questions (6)

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