Daniel
Cassell
Bakeravenue
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About this Advisor
Daniel Cassell is a chartered financial analyst working in San Francisco, California who has 8 years of relevant experience. Cassell is currently employed by Bakeravenue. Their career trajectory has included roles at Bingham, Osborn & and Baker Avenue Asset Management. Cassell has a Series 65 license, which qualifies them as an investment advisor representative, and can advise clients in California. Bakeravenue is a business operating out of San Francisco, CA. The firm has offices in 11 locations and a total of 39 financial advisors. It controls $2 billion in assets under management among its 2,211 client accounts, placing it among the biggest firms in the country by assets under management. The firm provides financial advisory services to seven charitable organizations. Of its 2,211 client accounts, just 6% belong to high-net-worth clients who have at least $1 million in investable assets. The advisory firm has a number of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers, publication of newsletters and educational seminars. Fees charged by financial advisors vary depending on which services are provided. Fee types billed by Bakeravenue likely include any combination of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Bakeravenue Brokerage Details
$1,900,110,402
39
2,211
$859,390
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Daniel Cassell Work History
Daniel has been registered as a financial advisor for 8 years.*
Baker Avenue Asset Management
Bingham, Osborn &
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Daniel Cassell to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Bakeravenue
New York, NY
San Diego, CA
San Francisco, CA
San Francisco, CA
San Francisco, CA
San Francisco, CA
San Francisco, CA
San Francisco, CA
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