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Building 2BAKER STREET ADVISORS, LLC

Map pinSAN FRANCISCO, CA
Phone415-344-6180
NotebookSEC #801-62370
Total AUM
$20.8B
Employees
63
Clients
538

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
575 MARKET STREET
SUITE 600
SAN FRANCISCO
CA 94105
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
415-344-6180

ReceiptFinancials

Total AUM
$20.8B
Accounts
5,397
Discretionary
$20.8B
Accounts
5,397
Non-Discretionary
$0
Accounts
0

ContactClients

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HNW Individual Clients
504
AUM
$18B
Charitable Organization Clients
34
AUM
$2.7B

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOFLLAMANYORTXWA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.

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