BAKER STREET ADVISORS, LLC

SAN FRANCISCO, California·13 registered advisors·CRD# 128066
SEC# 801-623700415-344-6180
01

Firm Overview

AUM
$14.5B
Regulatory assets under management
Employees
60
Total firm employees
Advisors
13
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at BAKER STREET ADVISORS, LLC

13 registered advisors
Adam Trevor Elegant
SAN FRANCISCO, California
Alexander Gosselin Gannon
SAN FRANCISCO, California
Ann Cook Thalman
SAN FRANCISCO, California
Annie Endozo Roth
SAN FRANCISCO, California
Christopher John Wilkens
SAN FRANCISCO, California
Heather Leigh Pelant
SAN FRANCISCO, California
James Edward Milligan
SAN FRANCISCO, California
Jeffrey Michael Bardini
SAN FRANCISCO, California
Jeffrey Wayne Colin
SAN FRANCISCO, California
Jennifer Lynn Bonvechio
SAN FRANCISCO, California
Michael Vandenakker
SAN FRANCISCO, California
Ryan Edward Murray
SAN FRANCISCO, California
Wendy Anne Umphrey
SAN FRANCISCO, California
05

Office Locations

SAN FRANCISCO, California
13 advisors

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Data sourced from SEC Form ADV filings. BAKER STREET ADVISORS, LLC (CRD# 128066) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.