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BAKER STREET ADVISORS, LLC
575 Market Street
Suite 600
San Francisco, California 94105
Tel: 415-344-6180
About BAKER STREET ADVISORS, LLC
BAKER STREET ADVISORS, LLC, formally registered with the SEC as BAKER STREET ADVISORS, LLC. The firm was established in 09/22/2003. They have over 1 offices throughout the country.
BAKER STREET ADVISORS, LLC is a San Francisco, California based Financial Planning firm with nearly $14,500,000,000 assets under management, offering retirement planning & investment advisory services to 4628 clients. The firm is staffed with 60 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 128066 |
| SEC# | 801-62370 |
| Assets Managed by Firm | $14,500,000,000 |
| No. of Clients | 4628 |
| No. of Advisors | 60 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 4628 | $14,500,000,000 |
| High net worth individuals | 479 | $13,500,000,000 |
| Charitable organizations | 25 | $1,000,000,000 |
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