BAKER STREET ADVISORS, LLC
SAN FRANCISCO, CA · CRD 128066 · IAPD ↗ · 415-344-6180
$20.77BRegulatory AUM
15Advisory reps
63Employees
0Clients
251-500Planning clients
0Private funds
10States
0Disclosures
wealthSegment
ApprovedSEC status
Filing changes
74
April 2025 — BAKER STREET ADVISORS, LLC grew from 12 to 16 advisory reps.
CRMRecruiting & transitionsComplianceFinancial planning software
Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.