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Aaron Thomas Leone

BAKER STREET ASSET MANAGEMENT, LLC·SAN FRANCISCO, California
Unclaimed Profile
315 MONTGOMERY STREET, SAN FRANCISCO, CA 94104CRD# 2819579Firm CRD# 299027
01

About

Aaron Thomas Leone is a registered financial advisor based in SAN FRANCISCO, California, affiliated with BAKER STREET ASSET MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
BAKER STREET ASSET MANAGEMENT, LLC
BAKER STREET ASSET MANAGEMENT, LLC
AUM
$46M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at BAKER STREET ASSET MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
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Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2819579
Firm CRD# 299027
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Aaron Thomas Leone offer?
Aaron Thomas Leone specializes in Financial Planning, Investment Management. Contact their office in SAN FRANCISCO, California for a consultation.
What are Aaron Thomas Leone's credentials?
Aaron Thomas Leone is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Aaron Thomas Leone located?
Aaron Thomas Leone is based in SAN FRANCISCO, California, working with BAKER STREET ASSET MANAGEMENT, LLC. Their office serves clients in the SAN FRANCISCO metropolitan area and surrounding communities.
How does Aaron Thomas Leone charge for services?
Aaron Thomas Leone's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BAKER STREET ASSET MANAGEMENT, LLC?
BAKER STREET ASSET MANAGEMENT, LLC has approximately 2 employees and manages $46M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Research
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