Simon Baker (CRD# 2440645) is an Investment Advisor Representative working at Bakeravenue in San Francisco, CA and has over 30 years of experience in the finance industry.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 2626420
Alpha Blue Capital
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Baker Avenue Asset Management, LP | San Francisco, CA | Dec 2004 - Current | 19 |
| Veridi Capital, LLC | San Francisco, CA | May 2019 - Dec 2021 | 2 |
| Simonbaker & Partners LLC | New York, NY | Mar 2014 - Nov 2017 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 1994 |
| S66 | NASAA Uniform Combined State Law Examination | May 2001 |
- CA
- TX
-
Total Assets Under Management2,593MILLIONS
-
Total Number of Accounts2,688ACCOUNTS
-
Average Account Value$964,541
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AZ, CA, CO, CT, FL, GA, ID, IL, IN, LA, MA, MD, MI, NC, NH, NJ, NV, NY, OK, OR, PA, SC, TX, VA, WA
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