Joshua
Young

Bakeravenue

CRD#5744504
Investment Advisor
in Ketchum, ID

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About this Advisor

Joshua Young is a financial advisor based in Ketchum, Idaho, working with Bakeravenue. Joshua has previously held positions at RMB Capital Management, LLC, Mercer Global Advisors Inc, Baker Avenue Asset Management LP, and UBS Financial Services. Joshua has passed the Series 66 regulatory exam and is registered to provide services in California. Currently, Joshua is part of Bakeravenue, which operates out of Ketchum, Idaho. 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

Series 66, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

540 2Nd Ave N #101B
Ketchum, ID 83340

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Bakeravenue Brokerage Details

Total Assets Under Management

$2,592,685,051

ID Average: $7,578,581,321
Total Number of Employees

38

ID Average: 43
Total Number of Accounts

2,688

ID Average: 3,727
Average Account Size

$964,541

ID Average: $2,033,427

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

Joshua Young Work History

2022 - Present (3 years)

Baker Avenue Asset Management Lp

2022 - 2022 (< 1 year)

Mercer Global Advisors Inc

2016 - 2022 (6 years)

Rmb Capital Management, LLC

2009 - 2016 (7 years)

Ubs Financial Services

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Joshua Young 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

Glen Rives
Houston, TX
Dong-Hwan Hong
San Francisco, CA
Julia Bialek
New York, NY
Tom Ngo
San Diego, CA
Sheila Rabaut
San Francisco, CA
Matthew Munro
San Francisco, CA
Michael Dunn
San Diego, CA
Doug Couden
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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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.

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