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Gerry Oconnell

BAKER AVENUE ASSET MANAGEMENT, LP·SAN FRANCISCO, California
Unclaimed Profile
ONE EMBARCADERO CENTER, SAN FRANCISCO, CA 94111CRD# 2723202Firm CRD# 132657
01

About

Gerry Oconnell is a registered financial advisor based in SAN FRANCISCO, California, affiliated with BAKER AVENUE ASSET MANAGEMENT, LP. 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
Nonprofits & Foundations
03

Firm Overview

Firm
BAKER AVENUE ASSET MANAGEMENT, LP
BAKERAVENUE
AUM
$2.6B
Regulatory assets under management
Employees
47
Total firm employees
View all advisors at BAKER AVENUE ASSET MANAGEMENT, LP →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Market timing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 2723202
Firm CRD# 132657
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Gerry Oconnell offer?
Gerry Oconnell specializes in Financial Planning, Investment Management. Contact their office in SAN FRANCISCO, California for a consultation.
What are Gerry Oconnell's credentials?
Gerry Oconnell is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Gerry Oconnell located?
Gerry Oconnell is based in SAN FRANCISCO, California, working with BAKER AVENUE ASSET MANAGEMENT, LP. Their office serves clients in the SAN FRANCISCO metropolitan area and surrounding communities.
How does Gerry Oconnell charge for services?
Gerry Oconnell's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BAKER AVENUE ASSET MANAGEMENT, LP?
BAKER AVENUE ASSET MANAGEMENT, LP has approximately 47 employees and manages $2.6B 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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