BAKERAVENUE

One Embarcadero Center
Ste 2530
San Francisco, California 94111
Tel: 415-986-1110

About BAKERAVENUE

BAKERAVENUE, formally registered with the SEC as BAKERAVENUE. The firm was established in 10/18/2004. They have over 8 offices throughout the country.

BAKERAVENUE is a San Francisco, California based Financial Planning firm with nearly $2,592,685,051 assets under management, offering retirement planning & investment advisory services to 2688 clients. The firm is staffed with 47 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	132657
SEC#	801-63576
Assets Managed by Firm	$2,592,685,051
No. of Clients	2688
No. of Advisors	47

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors
Publication of periodicals and newsletters
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	2688	$2,592,685,051
Individuals (other than high net worth individuals)	266	$162,814,299
High net worth individuals	541	$2,253,098,538
Charitable organizations	7	$97,295,938
Corporations or other businesses	13	$79,476,276

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