Unclaimed Profile

Heather Leigh Pelant

BAKER STREET ADVISORS, LLC·SAN FRANCISCO, California

Clean recordBAKER STREET ADVISORS, LLC

575 MARKET STREET, SAN FRANCISCO, CA 94105CRD# 3042529Firm CRD# 128066

Profile Verification

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

Identity

Heather Leigh Pelant · SAN FRANCISCO, CA

Registration

CRD #3042529 · BAKER STREET ADVISORS, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Heather Leigh Pelant 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

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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# 3042529

Firm CRD# 128066

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Heather Leigh Pelant offer?

Heather Leigh Pelant specializes in Financial Planning, Investment Management. Contact their office in SAN FRANCISCO, California for a consultation.

What are Heather Leigh Pelant's credentials?

Heather Leigh Pelant is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Heather Leigh Pelant located?

Heather Leigh Pelant 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 Heather Leigh Pelant charge for services?

Heather Leigh Pelant'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.

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