Family Office
BakerAvenue Wealth Management
San Francisco, CA, United States
Type
Family Office
Check size
n/a
Verticals
Generalist
Investment thesis
BakerAvenue Wealth Management is a privately held investment advisory firm founded in 2004 and headquartered in San Francisco, California. The company provides wealth management, investment advisory, and financial planning services to individuals, families, and institutions. BakerAvenue is known for its personalized approach to portfolio management and its focus on aligning investment strategies with clients’ long-term financial goals. The firm also emphasizes socially responsible investing and has expanded its presence with additional offices in New York and Dallas.
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