Bakeravenue

Bakeravenue (CRD# 132657) is a financial advisory firm headquartered in San Francisco, CA. They manage $2,592,685,051 in 2,688 accounts and serve the financial needs of clients across 25 states (or territories).

By the Numbers
  • Total Assets Under Management
    2,593
    MILLION
  • Total Number of Accounts
    2,688
    ACCOUNTS
  • Average Account Value
    $964,541
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Bakeravenue
Showing 1 - 10 of 16 top financial advisors.
1
Simon G. Baker
CRD#: 2440645
301 Battery St, Floor 2, San Francisco, CA 94111

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.

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

Daniel Cassell (CRD# 5698111) is an Investment Advisor Representative working at Bakeravenue in San Francisco, CA and has over 14 years of experience in the finance industry.

3
Doug S. Couden
CRD#: 2393436
301 Battery Street, Floor 2, San Francisco, CA 94111

Doug Couden (CRD# 2393436) is an Investment Advisor Representative working at Bakeravenue in San Francisco, CA and has over 26 years of experience in the finance industry.

4
King S. Lip
CRD#: 4105077
301 Battery Street, Floor 2, San Francisco, CA 94111

King Lip (CRD# 4105077) is an Investment Advisor Representative working at Bakeravenue in San Francisco, CA and has over 24 years of experience in the finance industry.

5
Gerald M. Luff
CRD#: 2228420
301 Battery Street, Floor 2, San Francisco, CA 94111

Gerald Luff (CRD# 2228420) is an Investment Advisor Representative working at Bakeravenue in San Francisco, CA and has over 31 years of experience in the finance industry.

6
Nicholas R. McInnis
CRD#: 6716135
301 Battery Street, Floor 2, San Francisco, CA 94111

Nicholas McInnis (CRD# 6716135) is an Investment Advisor Representative working at Bakeravenue in San Francisco, CA and has over 7 years of experience in the finance industry.

7
Tom M. Ngo
CRD#: 4494020
12636 High Bluff Dr Ste 400-11722, Del Mar, CA 92130

Tom Ngo (CRD# 4494020) is an Investment Advisor Representative working at Bakeravenue in Del Mar, CA and has over 21 years of experience in the finance industry.

8
Gerry Oconnell
CRD#: 2723202
301 Battery Street, Floor 2, San Francisco, CA 94111

Gerry Oconnell (CRD# 2723202) is an Investment Advisor Representative working at Bakeravenue in San Francisco, CA and has over 5 years of experience in the finance industry.

9
Sheila M. Rabaut
CRD#: 6711186
301 Battery Street, Floor 2, San Francisco, CA 94111

Sheila Rabaut (CRD# 6711186) is an Investment Advisor Representative working at Bakeravenue in San Francisco, CA and has over 7 years of experience in the finance industry.

10
Scott C. Stephens
CRD#: 2778917
301 Battery Street, Floor 2, San Francisco, CA 94111

Scott Stephens (CRD# 2778917) is an Investment Advisor Representative working at Bakeravenue in San Francisco, CA and has over 27 years of experience in the finance industry.

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