Managing Director · Baker Street Advisors, LLC
Annie E. Roth
CRD 4504712 · Named on Form ADV at one SEC-registered adviser
At a glance
Baker Street Advisors, LLC, an SEC-registered wealth manager based in SAN Francisco, CA with $20.8 billion in regulatory assets, lists Annie E. Roth on its Form ADV as Managing Director, a control person.
Firms and roles
- Baker Street Advisors, LLCManaging DirectorWealth manager · SAN Francisco, CA · $21B in regulatory assets
AtlasMembers
Annie’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings (12)
- Jeffrey W. ColinManaging Member, Baker Street Advisors, LLC
- Christopher J. WilkensPartner & CEO, Baker Street Advisors, LLC
- James E. MilliganPartner, Baker Street Advisors, LLC
- Jennifer L. BonvechioPartner, Baker Street Advisors, LLC
- Wendy A. UmphreyPartner, Baker Street Advisors, LLC
7 more people named with Annie on the same filings, with titles and firms. Free in Atlas with a free account.
See all 12 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Annie’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.