Tanya
Welch
Bakeravenue
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About this Advisor
Tanya Welch is a certified financial planner and chartered financial analyst working out of San Francisco, California, with 8 years of industry experience. Welch works at Bakeravenue. During their career, the advisor has held roles at Polaris Equity Management, Inc, Polaris Wealth Advisers, LLC and Baker Avenue Asset Management Lp. Welch has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and can operate in Arizona, California, Nevada, Texas and Washington. Bakeravenue is a financial advisory firm headquartered in San Francisco, CA. The investment advisory business has offices in 11 locations and a total of 39 employees. It handles $2 billion in assets under management across its 2,211 customer accounts, making it one of the biggest financial advisory firms in the United States by assets under management. The firm provides financial advice to seven charitable organizations. Of its 2,211 client accounts, just 6% belong to high-net-worth clients who have greater than $1 million in assets. The company performs a wide assortment of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers, publication of newsletters and educational seminars. Fees for financial management usually vary depending on which services are offered. However, fees charged by Bakeravenue 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
Tanya Welch Work History
Tanya has been registered as a financial advisor for 8 years.*
Baker Avenue Asset Management Lp
Polaris Wealth Advisers, LLC
Polaris Equity Management, Inc
*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 Tanya Welch 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
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
