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Joshalyn Rae Baca

TIGEROAK MANAGEMENT, LLC·ALBUQUERQUE, New Mexico
Clean recordTIGEROAK MANAGEMENT, LLC
316 OSUNA ROAD NE, ALBUQUERQUE, NM 87107CRD# 4043144Firm CRD# 330640

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Joshalyn Rae Baca · ALBUQUERQUE, NM
Registration
CRD #4043144 · TIGEROAK MANAGEMENT, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Joshalyn Rae Baca is a registered financial advisor based in ALBUQUERQUE, New Mexico, affiliated with TIGEROAK MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
TIGEROAK MANAGEMENT, LLC
HS WEALTH PARTNERS
AUM
$367M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at TIGEROAK MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 4043144
Firm CRD# 330640
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Joshalyn Rae Baca offer?
Joshalyn Rae Baca specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in ALBUQUERQUE, New Mexico for a consultation.
What are Joshalyn Rae Baca's credentials?
Joshalyn Rae Baca is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Joshalyn Rae Baca located?
Joshalyn Rae Baca is based in ALBUQUERQUE, New Mexico, working with TIGEROAK MANAGEMENT, LLC. Their office serves clients in the ALBUQUERQUE metropolitan area and surrounding communities.
How does Joshalyn Rae Baca charge for services?
Joshalyn Rae Baca's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is TIGEROAK MANAGEMENT, LLC?
TIGEROAK MANAGEMENT, LLC has approximately 4 employees and manages $367M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at TIGEROAK MANAGEMENT, LLC

Pete D Henderson
ALBUQUERQUE, NM
Anthony Drew Steffan
ALBUQUERQUE, NM

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