Baker Avenue

Finance · California, United States · 51-200 Employees

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Overview

Headquarters

1 Embarcadero Ctr Fl 25 Ste 2530, San Fr...

Phone Number

(415) 986-1110

Revenue

$31.7 Million

Industry

Finance Securities Trading

About Baker Avenue

BakerAvenue Wealth Management specializes in personalized financial planning, investment management, tax strategies, and family office services aimed at achieving lasting financial success. The firm caters to high-net-worth families, executives, and business owners, providing integrated solutions tailored to their complex financial needs. Their services include concentrated stock planning, estate planning, and philanthropic planning, all designed to optimize wealth and create enduring legacies. With a fiduciary approach, BakerAvenue partners with clients to navigate life's defining moments and ensure their financial decisions align with their values and long-term vision.Explore more
Baker Avenue's Social MediaSIC Code 62,628NAICS Code 52,523Show more

Baker Avenue Org Chart

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MT
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Wealth Advisor & Managing Director

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Wealth Advisor & Director

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GE
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Wealth Advisor & Director

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JB
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Wealth Advisor & Director

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NE
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Wealth Advisor & Director

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SM
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Director, Estate Planning

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NM
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Director, Investment Management

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Compare Similar Companies to Baker Avenue

Compare insights from companies similar to Baker Avenue, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Baker Avenue

$31.7M
51-200
Private
<$5M
2004
MT
Michael TidemanWealth Advisor & Managing Director
$66.5M
11-50
Private
-
2003
NK
Nikki KrenkeDirector, Business Operations
$5.4M
11-50
Private
<$5M
2010
Danilo Kawasaki, Vice President & Chief Operating Officer at Gerber Kawasaki
Danilo KawasakiVice President & Chief Operating Officer
<$5M
11-50
Private
<$5M
2016
AH
Alisha HollandVice President and Financial Advisor
Illustration of an envelope

Baker Avenue Tech Stack

A closer look at the technologies used by Baker Avenue

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Frequently Asked Questions Regarding Baker Avenue

What is Baker Avenue's official website?
Baker Avenue's official website is www.bakerave.com
What is Baker Avenue's Revenue?
Baker Avenue's revenue is $31.7 Million
What is Baker Avenue's SIC code?
Baker Avenue's SIC: 62,628
What is Baker Avenue's NAICS code?
Baker Avenue's NAICS: 52,523
How many employees does Baker Avenue have?
Baker Avenue has 51-200 employees
What industry does Baker Avenue belong to?
Baker Avenue is in the industry of: Finance, Securities Trading
What is Baker Avenue competition?
Baker Avenue top competitors include: ProVise Management Group, Gerber Kawasaki, Global Wealth Management, Kraft Asset Management
What technology does Baker Avenue use?
Some of the popular technologies that Baker Avenue uses are: DNSimple, Smarsh, Microsoft 365, Vimeo
How do I contact Baker Avenue?
Baker Avenue contact info: Phone number: (415) 986-1110 Website: www.bakerave.com
What does Baker Avenue do?

BakerAvenue Wealth Management specializes in personalized financial planning, investment management, tax strategies, and family office services aimed at achieving lasting financial success. The firm caters to high-net-worth families, executives, and business owners, providing integrated solutions tailored to their complex financial needs. Their ser... vices include concentrated stock planning, estate planning, and philanthropic planning, all designed to optimize wealth and create enduring legacies. With a fiduciary approach, BakerAvenue partners with clients to navigate life's defining moments and ensure their financial decisions align with their values and long-term vision.Read More

What are Baker Avenue social media links?
Baker Avenue Linkedin page Baker Avenue Twitter page Baker Avenue Facebook page
Is Baker Avenue a public company?
Baker Avenue is private company therefore does not currently have an official ticker symbol
See more information about Baker Avenue

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