John
Baker
Atlas Capital Advisors Inc
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About this Advisor
John Baker is a financial advisor based in San Francisco, California, working with Atlas Capital Advisors Inc. John has previously held positions at Bcw Securities LLC, Atlas Capital Advisors, and Delta Investment Management, LLC. John has passed the Series 63, Series 66, and Series 65 regulatory exams and is registered to provide services in California. Currently, John is part of Atlas Capital Advisors Inc, which operates out of San Francisco, California. The firm has 9 employees and manages assets totaling $909.0 million. The firm 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, and portfolio management for institutional clients. The fee structure at Atlas Capital Advisors Inc includes asset-based and performance-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Atlas Capital Advisors Inc Brokerage Details
$908,991,000
9
472
$1,925,828
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
John Baker Work History
Atlas Capital Advisors
Delta Investment Management, LLC
Bcw Securities LLC
Disclosures
Please visit the SEC profile of John Baker 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 Atlas Capital Advisors Inc
San Francisco, CA
San Francisco, CA
San Francisco, CA
San Francisco, CA
Vancouver, WA
San Francisco, CA
San Francisco, 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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