BAKER STREET ASSET MANAGEMENT, LLC

SAN FRANCISCO, California·2 registered advisors·CRD# 299027
SEC# 801-1141930877-564-5175
01

Firm Overview

AUM
$46M
Regulatory assets under management
Employees
2
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at BAKER STREET ASSET MANAGEMENT, LLC

2 registered advisors
Aaron Thomas Leone
SAN FRANCISCO, California
Techi Pugeda Carreon
SAN FRANCISCO, California
05

Office Locations

SAN FRANCISCO, California
2 advisors

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Data sourced from SEC Form ADV filings. BAKER STREET ASSET MANAGEMENT, LLC (CRD# 299027) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.