Unclaimed Profile

Tanya Faye Welch

BAKER AVENUE ASSET MANAGEMENT, LP·SAN FRANCISCO, California

Series 7, Series 66Clean record18 years registeredBAKER AVENUE ASSET MANAGEMENT, LP

ONE EMBARCADERO CENTER, SAN FRANCISCO, CA 94111CRD# 5416129Firm CRD# 132657

Profile Verification

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

Identity

Tanya Faye Welch · SAN FRANCISCO, CA

Registration

CRD #5416129 · BAKER AVENUE ASSET MANAGEMENT, LP · 18 years registered

Brand Profile

Not yet started

Career History

BAKERAVENUE

Feb 2015 – present

POLARIS WEALTH ADVISERS, LLC

Oct 2012 – Feb 2015

SAN RAFAEL, CA

POLARIS EQUITY MANAGEMENT, INC.

Jan 2011 – Feb 2015

SAN RAFAEL, CA

UBS FINANCIAL SERVICES INC.

Oct 2007 – Oct 2009

SAN FRANCISCO, CA

Registrations & Exams

FINRA examinations passed

Series 7

Series 66

Registration record

First registered · October 25, 2007

Years registered · 18

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BAKER AVENUE ASSET MANAGEMENT, LP

CRD 132657 · SEC 801-63576

AUM

$2.6B

Regulatory assets under management

Employees

2,688 client accounts

Services offered by BAKER AVENUE ASSET MANAGEMENT, LP

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Market timing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at BAKER AVENUE ASSET MANAGEMENT, LP →

Introduction

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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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