$9.0M Total AUM
$9.0M Disc. AUM
-- 3Y CAGR
1 Employees
78 ADV. Clients
7 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Principal
- Clients
- Retail
- Platforms
- --
- Established Date
- 09-06-2018
- Office Locations
- 1
Office Locations
580 California Street 12th Floor SAN Francisco CA
About Baseline Investments, LLC
Baseline Investments, LLC is a SAN Francisco-based RIA. The firm has been operating for 7 years. Managing $9.0M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Principal. Services offered include Business Succession, Financial Planning, Insurance.
Team overview
-- AVG AGE
$9.0M AVG AUM / ADVISOR
$115.4K AVG AUM / CLIENT
2.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
7yrs Firm Age
Insights
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Asset Classes
Bridge horizon
Investment Themes
Element
Investment Vehicles
Pioneer zenith
Services
Horizon Oak Foundation Beacon quantum Momentum capital
Owner & Executives
WHITNEY E JOHNSON
Chief Compliance Officer, Financial Advisor, Managing Member, Managing Partner, Owner
- CRD
- #6473722
- Ownership
- 75% or more
(533) 386-6883
value.eagle@vitalcapital.com
in linkedin.com/in/bridge-legacy
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $9,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $9,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $9,000,000
Equity - Exchange:
27.5% Public Funds:
21.9% Cash:
36.7% U.S. Government/Agency:
13.9% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,111,914,544 | 27.5% |
| Public Funds | $1,681,851,946 | 21.9% |
| Cash | $2,818,445,955 | 36.7% |
| U.S. Government/Agency | $1,067,476,805 | 13.9% |
| Total | $7,679,689,250 | 100.0% |