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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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