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Home > Retirement Planners > washington > vancouver > BAKER ELLIS ASSET MANAGEMENT LLC
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 $750,600,425 assets under management, offering retirement planning & investment advisory services to 325 clients. The firm is staffed with 7 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 121802 |
| SEC# | 801-61479 |
| Assets Managed by Firm | $750,600,425 |
| No. of Clients | 325 |
| No. of Advisors | 7 |
Fee Structure
- A Percentage of AUM
Advisory Services Provided
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 325 | $750,600,425 |
| Individuals (other than high net worth individuals) | 180 | $72,841,750 |
| High net worth individuals | 132 | $663,797,259 |
| Charitable organizations | 3 | $10,633,091 |
| Corporations or other businesses | 4 | $3,328,325 |
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