Doug
Couden
Bakeravenue
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About this Advisor
Doug Couden is a chartered financial analyst operating out of San Francisco, California with a total of 11 years of industry experience. Couden is an advisor for Bakeravenue. Throughout their career, Couden has worked at Veridi Capital, LLC and Baker Avenue Asset Managment. Couden has a Series 63 license, qualifying them as a securities agent, and is able to advise clients in California. Bakeravenue is a company based out of San Francisco, CA. It has offices in 11 locations and a total of 39 employees. It administers $2 billion in total assets among its 2,211 customer accounts, placing it among the largest investment advisory 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% are held by high-net-worth individuals who have greater than $1 million in investable assets. The company has a number of services, including 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 usually depend on the financial services offered. Fee types charged by Bakeravenue most likely are comprised 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
Doug Couden Work History
Doug has been registered as a financial advisor for 11 years.*
Baker Avenue Asset Managment
Veridi Capital, LLC
*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 Doug Couden 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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