Joshua
Young
Bakeravenue
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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
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
Joshua Young Work History
Baker Avenue Asset Management Lp
Mercer Global Advisors Inc
Rmb Capital Management, LLC
Ubs Financial Services
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
New York, NY
San Francisco, CA
Houston, TX
San Diego, CA
San Francisco, CA
San Francisco, CA
San Diego, CA
San Francisco, CA
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