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Tanya Faye Welch

BAKER AVENUE ASSET MANAGEMENT, LP·SAN FRANCISCO, California
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ONE EMBARCADERO CENTER, SAN FRANCISCO, CA 94111CRD# 5416129Firm CRD# 132657
01

About

Tanya Faye Welch 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# 5416129
Firm CRD# 132657
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Tanya Faye Welch offer?
Tanya Faye Welch specializes in Financial Planning, Investment Management. Contact their office in SAN FRANCISCO, California for a consultation.
What are Tanya Faye Welch's credentials?
Tanya Faye Welch is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Tanya Faye Welch located?
Tanya Faye Welch 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 Tanya Faye Welch charge for services?
Tanya Faye Welch'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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