BakerAvenue Wealth Management
Company

BakerAvenue Wealth Management

Financial Services 1 Embarcadero Center, Fl 25 55 employees
Employees
55
Contacts
4
Emails
4
Phones
3

BakerAvenue Wealth Management Overview

Headquarters
1 Embarcadero Center, Fl 25
Industry
Financial Services
Employees
55
Founded
2004
Funding
,
NAICS
Finance and Insurance
Monetary Authorities-Central Bank

About BakerAvenue Wealth Management

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.

BakerAvenue Wealth Management Contact Details

People in AeroLeads
4
With contact data
4
Email contacts
4
100.0% coverage
Phone contacts
3
75.0% coverage

BakerAvenue Wealth Management Org Chart

Sample employees and titles
Name Title Contact
Sheila Rabaut, Cfp® Director at Bakeravenue Wealth
Email Phone
Nick Espiritu, Cfp® Wealth Advisor, Director
Email
Michael Dely
Email Phone
Scott C. Stephens Bakeravenue Wealth Management
Email Phone

Employees by Management Level

Director 2 profiles
Individual contributor 1 profile

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