BakerAvenue Wealth Management
Updated February 2023.
97%
Employees say this is a great place to work
Company Overview
About The Company
Since 2004, BakerAvenue has guided clients through personal and professional transitions. Our firm provides comprehensive wealth management and investment expertise for high-net-worth individuals, families, trusts, foundations and endowments.
As a purpose-driven firm, our goal is to create an impact by supporting you and the community we share. We do so by delivering intelligent wealth management strategies while fostering initiatives that catalyze positive societal change. What drives us are our values of community, excellence, trust, and inclusion, and take a holistic approach to align your portfolio with your values.
COMPANY SIZE
38 U.S.-based Employees
(Small)
INDUSTRY
Financial Services & Insurance
HQ Location
San Francisco, CA, US
Employee Demographics
Tenure
Company Culture at BakerAvenue Wealth Management
The employee experience below at BakerAvenue Wealth Management, compared to a typical company.
Learn More97% of employees at BakerAvenue Wealth Management say it is a great place to work compared to 57% of employees at a typical U.S.-based company.
100%
Management is honest and ethical in its business practices.
100%
Our facilities contribute to a good working environment.
100%
When I look at what we accomplish, I feel a sense of pride.
100%
I feel good about the ways we contribute to the community.
100%
People celebrate special events around here.
Why Work at BakerAvenue Wealth Management?
See what employees say about what makes BakerAvenue Wealth Management a great workplace. These words are drawn from employee comments on the Trust Index™ survey.
Life at BakerAvenue Wealth Management
The BakerAvenue Team
BakerAvenue Office - San Francisco Headquarters
Quarterly Volunteer Event
Simon Baker, CEO
BakerAvenue 2022 All-Hands Offsite
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