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Sonya Thadhani Mughal

Bailard, Inc.

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About Sonya Thadhani Mughal

Sonya Thadhani Mughal is a registered investment advisor representative with Bailard, Inc. Sonya is a Chartered Financial Analyst and has been working in the financial services industry since February 1994. She has been registered with the state of California since July 25, 2001. Sonya previously worked for Bailard Fund Services, Inc. and has also held positions with other Bailard affiliates including Bailard General Partners I, Inc., Bailard Real Estate Investment Trust, Inc., and BB&K Holdings, Inc.

Firm Information

Sonya Mughal is currently registered with Bailard, Inc.. Bailard, Inc. is an investment advisor headquartered in FOSTER CITY, CA. They offer a variety of services, including financial planning, portfolio management, and publication of periodicals. They serve a wide range of clients, including high-net-worth individuals, charitable organizations, and pooled investment vehicles. They have $6,062,652,350 in regulatory assets under management.
Bailard, Inc.

950 TOWER LN

FOSTER CITY, CA 94404-2131

$6.06B

Assets Under Management

Not reported

Total Clients

39

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Sonya Mughal’s Registration & Firm History

CA

07/25/2001 - Present

Bailard, Inc. (FOSTER CITY CA)

CA

05/30/2000 - 07/31/2018

BAILARD FUND SERVICES, INC. (FOSTER CITY CA)

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Licenses & Designations

BOTH

Issued 07/25/2000

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/01/2011

Series 24 - General Securities Principal Examination

BC

Issued 07/31/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/26/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Sonya Thadhani Mughal.
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