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BAKER ELLIS ASSET MANAGEMENT LLC
805 Broadway St.
Suite 400
Vancouver, Washington 98660
Tel: 503-227-5778
About BAKER ELLIS ASSET MANAGEMENT LLC
BAKER ELLIS ASSET MANAGEMENT LLC, formally registered with the SEC as BAKER ELLIS ASSET MANAGEMENT LLC. The firm was established in 09/20/2002. They have over 1 offices throughout the country.
BAKER ELLIS ASSET MANAGEMENT LLC is a Vancouver, Washington based Financial Planning firm with nearly $874,168,625 assets under management, offering retirement planning & investment advisory services to 349 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 121802 |
| SEC# | 801-61479 |
| Assets Managed by Firm | $874,168,625 |
| No. of Clients | 349 |
| No. of Advisors | 5 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 349 | $874,168,625 |
| Individuals (other than high net worth individuals) | 200 | $100,000,826 |
| High net worth individuals | 140 | $748,616,135 |
| Charitable organizations | 2 | $13,670,740 |
| Corporations or other businesses | 7 | $11,880,924 |
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