Erik
Gholtoghian
Bakeravenue
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About this Advisor
Erik Gholtoghian is a financial advisor operating in San Francisco, California. Gholtoghian is an advisor for Bakeravenue. During their career, Gholtoghian has held roles at Pruco Securities, LLC, Liberty Tax Service, Ihss, Solano Community College, Moskowitz Llp, Green Pebble Financial and Bakeravenue. Gholtoghian has a Series 65 license, qualifying them as an investment advisor representative, and is able to serve investors in California. Bakeravenue is an advisory firm headquartered in San Francisco, CA. It has offices in 11 locations and a total of 39 people on staff. It manages $2 billion in total assets across its 2,211 client accounts, making it one of the largest firms in the country by assets under management. The firm advises seven charitable organizations. Of its 2,211 client accounts, just 6% are associated with high-net-worth investors who have greater than $1 million in assets. The advisory firm offers a diverse set of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers, publication of newsletters and educational seminars. Financial management fees usually depend on which services are offered. Fees charged by Bakeravenue most likely include any blend 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
Erik Gholtoghian Work History
Erik has been registered as a financial advisor for 0 years.*
Bakeravenue
Green Pebble Financial
Moskowitz Llp
Pruco Securities, LLC
Liberty Tax Service
Ihss
Solano Community College
*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 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
San Francisco, CA
San Diego, CA
San Francisco, CA
San Francisco, CA
San Francisco, CA
San Francisco, CA
San Francisco, CA
The content in this profile was updated by SmartAsset on 4/16/2023. 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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