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Work Experience
N/A
Mar 2006 - Present · 18 years and 9 months
N/A
Mar 2000 - Feb 2006 · 5 years and 11 months
N/A
May 1995 - Feb 2000 · 4 years and 9 months
Company Details
Since 2004, BakerAvenue has guided clients through personal and professional transitions. Our firm provides comprehensive wealth management and investment expertise for high-net-worth individuals, families, trusts, foundations and endowments. We’re headquartered in San Francisco with offices in New York, Dallas, Houston, Seattle, San Diego, Sun Valley and Naples. As a purpose-driven firm, our goal is to create an impact by supporting you and the community we share. We do so by delivering intelligent wealth management solutions while fostering long-term value creation. What drives us are our values of excellence, trust, and community, and we take a holistic approach to align your portfolio with your values. Our firm is committed to continually elevating our practices. While as fiduciaries it is our mission to protect your interests ahead of our own, it is our dedication to purpose, passion, and performance that drives our innovative approach. For more information, contact us or call 888.585.1750.
Year Founded
2004
Social Media
Linkedin
Industry
Financial Services, Consultants
HQ Location
301 Battery Street Floor 2 San Francisco, CA 94111, US
Keywords
Tactical Asset AllocatioAsset ManagementWealth ManagementFinancial PlanningRisk ManagementEstate PlanningTax PlanningPhilanthropyImpact InvestingFinancial Feminism
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