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 11 - 16 of 16 top financial advisors.
11
Tanya F. Welch
CRD#: 5416129
301 Battery Street, Floor 2, San Francisco, CA 94111

Tanya Welch (CRD# 5416129) is an Investment Advisor Representative working at Bakeravenue in San Francisco, CA and has over 16 years of experience in the finance industry.

12
Xiuhua Xu
CRD#: 6005872
301 Battery Street, Floor 2, San Francisco, CA 94111

Xiuhua Xu (CRD# 6005872) is an Investment Advisor Representative working at Bakeravenue in San Francisco, CA and has over 12 years of experience in the finance industry.

13
Julia Bialek
CRD#: 7435606
55 Sullivan Street, New York City, NY 10012

Julia Bialek (CRD# 7435606) is an Investment Advisor Representative working at Bakeravenue in New York City, NY and has over 2 years of experience in the finance industry.

14
Erik M. Gholtoghian
CRD#: 6747426
301 Battery St, Floor 2, San Francisco, CA 94111

Erik Gholtoghian (CRD# 6747426) is an Investment Advisor Representative working at Bakeravenue in San Francisco, CA and has over 2 years of experience in the finance industry.

15
Matthew T. Munro
CRD#: 6108912
301 Battery Street, Floor 2, San Francisco, CA 94111

Matthew Munro (CRD# 6108912) is an Investment Advisor Representative working at Bakeravenue in San Francisco, CA and has 1 year of experience in the finance industry.

16
Michael A. Tideman
CRD#: 5054077
301 Battery Street, Floor 2, San Francisco, CA 94111

Michael Tideman (CRD# 5054077) is an Investment Advisor Representative working at Bakeravenue in San Francisco, CA and has over 10 years of experience in the finance industry.

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