Matthew
Munro
Bakeravenue
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About this Advisor
Matthew Munro is a financial advisor based in San Francisco, California, working with Bakeravenue. Matthew has previously held positions at Baker Avenue Asset Management Lp and Sand Hill Global Advisors. Matthew is registered to provide services in California. Currently, Matthew 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
Services Offered
Fee Structure
Office Location
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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
Matthew Munro Work History
Baker Avenue Asset Management Lp
Sand Hill Global Advisors
Disclosures
Please visit the SEC profile of Matthew Munro 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
Houston, TX
San Francisco, CA
New York, NY
San Diego, CA
San Francisco, CA
San Diego, CA
San Francisco, CA
San Francisco, CA
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