CRD: 128066
Baker Street Advisors, LLC
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 09-01-2003
- Office Locations
- 1
Office Locations
About Baker Street Advisors, LLC
Baker Street Advisors is a San Francisco-based wealth manager providing family office services, investment management, taxable transition management, and integrated wealth planning alongside clients' CPAs and estate attorneys. The firm uses an endowment-inspired, data-driven allocation approach emphasizing diversification, low fees, selective active management, and after-tax results, supported by meaningful purchasing power. Clients work with a dedicated team (at least two professionals). Featured in Barron's, Forbes, FT, and Bloomberg.
Reported data analysis
What the numbers show
Between October 10, 2025 and July 30, 2026, reported AUM increased 16.7%, from $17.8B to $20.8B.
Across 5 reported observations, AUM increased 47.3% between May 24, 2022 and July 30, 2026, from $14.1B to $20.8B.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 15 advisory representatives and 538 clients, or 35.9 clients per representative. That equates to $38.6M in reported AUM per client.
The profile lists 1 reported office location and 23 years in operation. The source data was last updated on July 30, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
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- Custodian
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Owner & Executives
JEFFREY WAYNE COLIN
Advisor, DIRECTOR, Managing Member
- CRD
- --
- Ownership
- 5% but less than 10%
JAMES EDWARD MILLIGAN
Partner
- CRD
- --
- Ownership
- 5% but less than 10%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $20,770,000,000 | $3,848,434 |
| Non-Discretionary | $0 | -- |
| Total | $20,770,000,000 | $3,848,434 |
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Separately Managed Accounts
SMA allocation detail is available
Baker Street Advisors, LLC has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
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