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Building 2BAKER STREET PRIVATE WEALTH

Map pinSAN FRANCISCO, CA
Phone415-344-6177
NotebookSEC #801-67277
Total AUM
$51.8M
Employees
8
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
455 MARKET STREET
SUITE #620
SAN FRANCISCO
CA 94105
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
415-344-6177

ReceiptFinancials

Total AUM
$51.8M
Accounts
135
Discretionary
$51.8M
Accounts
135
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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