Erik
Gholtoghian
Bakeravenue
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About this Advisor
Erik Gholtoghian is a financial advisor based in San Francisco, California, working with Bakeravenue. Erik has previously held positions at Pruco Securities, LLC, Liberty Tax Service, Ihss, Solano Community College, Moskowitz LLP, Green Pebble Financial, and Bakeravenue. Erik has passed the Series 65 regulatory exam and is registered to provide services in California. Currently, Erik is part of Bakeravenue, which operates out of San Francisco, California. The firm has 7 offices and 38 employees. The firm manages assets totaling $2.6 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Bakeravenue includes asset-based and fixed fees.
Certifications and Registrations
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Bakeravenue Brokerage Details
$2,592,685,051
38
2,688
$964,541
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
Erik Gholtoghian Work History
Bakeravenue
Green Pebble Financial
Moskowitz Llp
Pruco Securities, LLC
Liberty Tax Service
Ihss
Solano Community College
Disclosures
Please visit the SEC profile of Erik Gholtoghian 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
Houston, TX
San Francisco, CA
San Diego, CA
San Francisco, CA
San Francisco, CA
San Diego, CA
San Francisco, CA
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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