Bakeravenue - Investment Advisers

About Bakeravenue

Baker Avenue Asset Management is one of the investment advisers in California, headquartered in San Francisco. Founded in 2004, the firm manages approximately $5.09 billion in regulatory assets and operates offices across New York, Dallas, Houston, Austin, Atlanta, San Diego, and Naples. It serves high-net-worth individuals, families, trusts, foundations, and endowments. Baker Avenue provides comprehensive wealth management and investment services, including investment management, financial planning, tax planning and preparation, concentrated stock strategies, trust and estate services, family office services, and philanthropic planning. With 57 employees, the firm operates as a certified B Corporation committed to environmental and social performance standards. As a fiduciary, the firm is legally and ethically obligated to prioritize client interests ahead of its own.

Key Facts

Assets Under Management

$5.09B

Employees

57

SEC File Number

801-63576