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Bidart & Ross Inc (Reno)


Bidart & Ross Inc is a large advisory firm based in Reno. It manages $228.91 million of regulatory assets for 45 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of California, Colorado, Idaho, and 5 other states.

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Bidart & Ross provides portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, publication of newsletters, and educational seminars and workshops. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Bidart & Ross: assets under management

The assets under management (AUM) of Bidart & Ross Inc is $228.91 million. The firm's AUM has grown by 2039% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $68.7 million in discretionary accounts and $160.21 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $2.02 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $14.56 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Bidart & Ross Inc for their services and products based on a percentage of assets under management, hourly charges, subscription fees, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Reno

The principal office where Bidart & Ross Inc performs its advisory services is located at 10391 Double R Blvd, Reno, NV 89521, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 775-826-6400 or by fax 775-826-6698. The normal business hours are 7:00 a.m. - 4:00 p.m. on Monday - Friday. You can find more information about the New York firm at bidart-ross.com.


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