Bakeravenue

Bakeravenue (CRD# 132657) is a financial advisory firm headquartered in San Francisco, CA. They manage $879,000,000 in 1,403 accounts and serve the financial needs of clients across 21 states (or territories).

By the Numbers
  • Total Assets Under Management
    879
    MILLION
  • Total Number of Accounts
    1,403
    ACCOUNTS
  • Average Account Value
    $626,515
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, CO, CT, FL, GA, IL, LA, MA, MI, NC, NH, NJ, NV, NY, OK, PA, TX, UT, VA, WA

Financial Advisors at Bakeravenue
Showing 1 - 10 of 14 top financial advisors.
1
William P. Connor
CRD#: 4224274
301 Battery Street, Floor 2, San Francisco, CA 94111
96
Wealthminder
score

William Connor (CRD# 4224274) is an Investment Advisor Representative working at Bakeravenue in San Francisco, CA and has over 17 years of experience in the finance industry. William Connor has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Doug S. Couden
CRD#: 2393436
301 Battery Street, Floor 2, San Francisco, CA 94111
96
Wealthminder
score

Doug Couden (CRD# 2393436) is an Investment Advisor Representative working at Bakeravenue in San Francisco, CA and has over 20 years of experience in the finance industry.

3
King S. Lip
CRD#: 4105077
301 Battery Street, Floor 2, San Francisco, CA 94111
96
Wealthminder
score

King Lip (CRD# 4105077) is an Investment Advisor Representative working at Bakeravenue in San Francisco, CA and has over 17 years of experience in the finance industry. King Lip has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Gerald M. Luff
CRD#: 2228420
301 Battery Street, Floor 2, San Francisco, CA 94111
96
Wealthminder
score

Gerald Luff (CRD# 2228420) is an Investment Advisor Representative working at Bakeravenue in San Francisco, CA and has over 25 years of experience in the finance industry. Gerald Luff has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Ian J. Rivero
CRD#: 5690690
3801 Pga Blvd., Suite 600, Palm Beach Gardens, FL 33410
96
Wealthminder
score

Ian Rivero (CRD# 5690690) is an Investment Advisor Representative working at Bakeravenue in Palm Beach Gardens, FL and has over 6 years of experience in the finance industry. Ian Rivero has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

6
Tanya F. Welch
CRD#: 5416129
301 Battery Street, Floor 2, San Francisco, CA 94111
96
Wealthminder
score

Tanya Welch (CRD# 5416129) is an Investment Advisor Representative working at Bakeravenue in San Francisco, CA and has over 10 years of experience in the finance industry. Tanya Welch has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

7
Simon G. Baker
CRD#: 2440645
301 Battery St, Floor 2, San Francisco, CA 94111
93
Wealthminder
score

Simon Baker (CRD# 2440645) is an Investment Advisor Representative working at Bakeravenue in San Francisco, CA and has over 23 years of experience in the finance industry.

8
Daniel J. Cassell
CRD#: 5698111
301 Battery Street, Floor 2, San Francisco, CA 94111
93
Wealthminder
score

Daniel Cassell (CRD# 5698111) is an Investment Advisor Representative working at Bakeravenue in San Francisco, CA and has over 8 years of experience in the finance industry.

9
Brent L. Johnson
CRD#: 2517748
301 Battery Street, Floor 2, San Francisco, CA 94111
93
Wealthminder
score

Brent Johnson (CRD# 2517748) is an Investment Advisor Representative working at Bakeravenue in San Francisco, CA and has over 18 years of experience in the finance industry.

10
Jared L. Johnson
CRD#: 4904945
2275 E. Continental Blvd., Suite 100, San Francisco, CA 94111
93
Wealthminder
score

Jared Johnson (CRD# 4904945) is an Investment Advisor Representative working at Bakeravenue in San Francisco, CA and has over 12 years of experience in the finance industry.

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