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Osman Tansu Akgun

Investment adviser representative at Bailard, Inc.
14 yearsExperience
1 stateRegistered in
CFADesignation
$7.6BFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsFixed or flat feePerformance-based

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Seminars and workshops

Experience

14 years in the industry.

  1. Bailard, Inc.Sep 2012 to now

Designations

  • CFA

Exams passed

No exams in this record.

State registrations

Registered as an investment adviser representative in 1 state (CA).

Bailard, Inc.

$7.6BAssets managed
1,137Clients
40Advisers
54 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
7122899
Firm CRD
110550
Advisor's SEC record (opens in a new tab)
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