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Techi Pugeda Carreon

BAKER STREET ASSET MANAGEMENT, LLC·SAN FRANCISCO, California
Clean recordBAKER STREET ASSET MANAGEMENT, LLC
315 MONTGOMERY STREET, SAN FRANCISCO, CA 94104CRD# 4364726Firm CRD# 299027

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Techi Pugeda Carreon · SAN FRANCISCO, CA
Registration
CRD #4364726 · BAKER STREET ASSET MANAGEMENT, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Techi Pugeda Carreon is a registered financial advisor based in SAN FRANCISCO, California, affiliated with BAKER STREET ASSET MANAGEMENT, LLC. 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
Introduction

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03

Firm Overview

Firm
BAKER STREET ASSET MANAGEMENT, LLC
BAKER STREET ASSET MANAGEMENT, LLC
AUM
$46M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at BAKER STREET ASSET MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4364726
Firm CRD# 299027
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Techi Pugeda Carreon offer?
Techi Pugeda Carreon specializes in Financial Planning, Investment Management. Contact their office in SAN FRANCISCO, California for a consultation.
What are Techi Pugeda Carreon's credentials?
Techi Pugeda Carreon is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Techi Pugeda Carreon located?
Techi Pugeda Carreon is based in SAN FRANCISCO, California, working with BAKER STREET ASSET MANAGEMENT, LLC. Their office serves clients in the SAN FRANCISCO metropolitan area and surrounding communities.
How does Techi Pugeda Carreon charge for services?
Techi Pugeda Carreon'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 ASSET MANAGEMENT, LLC?
BAKER STREET ASSET MANAGEMENT, LLC has approximately 2 employees and manages $46M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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