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).
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Total Assets Under Management879MILLION
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Total Number of Accounts1,403ACCOUNTS
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Average Account Value$626,515
- A percentage of assets under your management
- 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)
AZ, CA, CO, CT, FL, GA, IL, LA, MA, MI, NC, NH, NJ, NV, NY, OK, PA, TX, UT, VA, WA
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.
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.
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.
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.
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.
Tanya Welch (CRD# 5416129) is an Investment Advisor Representative working at Bakeravenue in San Francisco, CA and has over 9 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.
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.
Daniel Cassell (CRD# 5698111) is an Investment Advisor Representative working at Bakeravenue in San Francisco, CA and has over 7 years of experience in the finance industry.
Brent Johnson (CRD# 2517748) is an Investment Advisor Representative working at Bakeravenue in San Francisco, CA and has over 17 years of experience in the finance industry.
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.