Unclaimed Profile

Annie Endozo Roth

BAKER STREET ADVISORS, LLC·SAN FRANCISCO, California

Clean recordBAKER STREET ADVISORS, LLC

575 MARKET STREET, SAN FRANCISCO, CA 94105CRD# 4504712Firm CRD# 128066

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Annie Endozo Roth · SAN FRANCISCO, CA

Registration

CRD #4504712 · BAKER STREET ADVISORS, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Annie Endozo Roth is a registered financial advisor based in SAN FRANCISCO, California, affiliated with BAKER STREET ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

Speak with Annie

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Annie is the right fit? Take our 2-minute quiz →

Firm Overview

Firm

BAKER STREET ADVISORS, LLC

AUM

$14.5B

Regulatory assets under management

Employees

Total firm employees

View all advisors at BAKER STREET ADVISORS, LLC →

Services

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 4504712

Firm CRD# 128066

View on FINRA BrokerCheck →

Looking for a financial advisor in SAN FRANCISCO?

Browse all registered financial advisors in SAN FRANCISCO, California or claim this profile if it's yours.

Browse SAN FRANCISCO Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Annie Endozo Roth offer?

Annie Endozo Roth specializes in Financial Planning, Investment Management. Contact their office in SAN FRANCISCO, California for a consultation.

What are Annie Endozo Roth's credentials?

Annie Endozo Roth is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Annie Endozo Roth located?

Annie Endozo Roth is based in SAN FRANCISCO, California, working with BAKER STREET ADVISORS, LLC. Their office serves clients in the SAN FRANCISCO metropolitan area and surrounding communities.

How does Annie Endozo Roth charge for services?

Annie Endozo Roth'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 ADVISORS, LLC?

BAKER STREET ADVISORS, LLC has approximately 60 employees and manages $14.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →