Baker Street Advisors

  • Investment Bank/Securities Brokerage
  • San Francisco CA
  • 70 employees
  • Investment Management
Get Full Info

Company Overview

Headquarters
575 Market Street Suite 600, San Francisco CA
Website
bakerstreetadvisors.com
Phone
(415) 344-6180
Employees
70
Founded in
2004
Industry
Investment Bank/Securities Brokerage
NAICS Code
NAICS Code 523 Companies
NAICS Code 52393 Companies
NAICS Code 5239 Companies
NAICS Code 52 Companies
SIC Code
SIC Code 62 Companies
SIC Code 628 Companies
More Details

Financials & Stats

Revenue

$20B

More Financials

Who is Baker Street Advisors

Baker Street Advisors is a San Francisco-based, SEC Registered Investment Adviser (RIA) with a team of 70 employees. The firm manages over $10 billion in assets under advisement. Baker Street Advisors offers customized wealth management and comprehensive investment advisory solutions to private clients, families, and foundations. Their investment portfolios prioritize simplicity, cost-effectiveness, and tax-efficiency. The firm serves as a fiduciary, placing the interests of their clients first. For more information, visit Baker Street Advisors' website at www.bakerstreetadvisors.com.

Company Leadership

Wendy Umphrey

Partner

Phone Email
Jim Milligan

Partner

Phone Email
Michael van den Akker

partner

Phone Email
Jordan Kienzle

Partner

Phone Email
Adam Elegant

Partner

Phone Email

Baker Street Advisors Industry Tags

Finance
Physical Security
Security
Investment Bank/Securities Brokerage
Management Investment
Open-ended
Investment Management
Investment Banking Asset Management
View All Industry Tags

Baker Street Advisors Tech Stack

JavaScript
HTML
Twitter
View All Tech Stack

Companies Similar to Baker Street Advisors

Analyze industry trends and opportunities by examining competitors and companies comparable to Baker Street Advisors, including their performance metrics, financials, growth dynamics, and competitive benchmarks.

Company Name Revenue Number of Employees Location Founded in
20M 6 San Francisco, CA 1983
20M 23 Carson, NV 1994
20M 44 Wilton, CT 2001
20M 1 Aspen, CO
20M 6 Hartford, CT
View More Companies

FAQ

What is the location of Baker Street Advisors's headquarters?
The headquarters of Baker Street Advisors are situated at 575 Market Street Suite 600, San Francisco CA
What is Baker Street Advisors's phone number?
Baker Street Advisors's contact number is (415) 344-6180.
What is Baker Street Advisors's official website?
The official website of Baker Street Advisors can be found at bakerstreetadvisors.com.
What is Baker Street Advisors's current revenue?
As of December 2024, Baker Street Advisors's annual revenue reached $20B.
How many employees does Baker Street Advisors currently have?
Baker Street Advisors employs approximately 70+ people as of December 2024
Which industries is Baker Street Advisors primarily operating in?
Baker Street Advisors operates in the following industries: Investment Management
Who is the Partner of Baker Street Advisors?
Baker Street Advisors's Partner is Wendy Umphrey
What are Baker Street Advisors's industry tags?
Baker Street Advisors's industry tags include: Finance, Physical Security, Security
When was Baker Street Advisors founded?
Baker Street Advisors was founded in 2004.

Employee Directory

Key Employees

Jeff Colin

Partner

Phone Email

Reed Inman

Client Service Support Analyst

Phone Email

Rhonda Thomas

Senior Vice President

Phone Email

Shweta Palekar

Client Services Manager

Phone Email

Matt Eastman

Investment Strategy Analyst

Phone Email