Baker Street Advisors

Contact: Jessica Richardson

455 Market Street
Suite 2300
San Francisco
CA
94105
United States

Tel: 4153217777

About Baker Street Advisors

Baker Street Advisors delivers customized wealth management solutions to financially successful families and individuals. Simply put, we help our clients quantify what they have, calculate what they need, chart the course between the two and ensure that they stay on path. Since our founding in 2003, it has been our mission to deliver unbiased and independent advice, while building client loyalty through trust, integrity and unsurpassed service. Baker Street’s team of seasoned investment, tax and financial planning professionals provide customized, attentive service that is unsurpassed in the industry. Our clients rely upon us to successfully navigate the range of financial challenges they face. To meet the service needs of our clients, each client relationship is staffed by a partner and at least one member of our client service team. On average, each of our partners has over 20 years of investment and wealth management experience, while our senior client service professionals have, on average, more than 10 years of financial service experience. With each client, our work reflects our commitment to the principles of simplicity and clarity. Our adherence to these principles has made Baker Street a recognized leader in the Bay Area wealth management community.

1 job with Baker Street Advisors

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  • Client Service Analyst

    • San Francisco, California
    • Based on Experience
    • Baker Street Advisors

    The primary role of an Analyst is to provide financial planning and tax services to our high net worth family clients.