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BAKER STREET ADVISORS GROUP

Profile

Baker Street Advisors Group delivers customized wealth management solutions to financially successful families. Simply put, we help our
clients quantify what they have, calculate what they need, chart the course between the two and ensure that they stay on path.

Baker Street Advisors Group is comprised of two distinct companies, Baker Street Advisors, LLC and Baker Street Private Wealth, LLC. Both entities
share a common infrastructure and investment philosophy, allowing Baker Street Advisors Group to tailor their service level to different degrees of
complexity. Baker Street Advisors, LLC works with those individuals and families whose complex needs demand significant client service resources.
Generally, such clients have investable assets of more than $10 million. Baker Street Private Wealth, LLC works with individuals and families whose
needs are less administratively complex and whose investable assets exceed $1 million.

Baker Street Advisors, LLC Familily Wealth Management and Baker Street Private Wealth