Matthew Thomas todd Munro
Investment adviser representative at Bakeravenue
13 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$5.1BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
13 years in the industry.
- BakeravenueJan 2025 to now
- Baker Avenue Asset Management LPMay 2021 to now
- Sand Hill Global AdvisorsJun 2013 to May 2021
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 2 states (CA, NY).
Bakeravenue
Legal name: Baker Avenue Asset Management, LP
$5.1BAssets managed
1,024Clients
34Advisers
21 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6108912
- Firm CRD
- 132657