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Kelly M Baker

CHI-RHO FINANCIAL, LLC·ATLANTA, Georgia
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3500 LENOX ROAD, ATLANTA, GA 30326CRD# 5899788Firm CRD# 138947
01

About

Kelly M Baker is a registered financial advisor based in ATLANTA, Georgia, affiliated with CHI-RHO FINANCIAL, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Client Types
Individuals
Pension & Retirement Plans
03

Firm Overview

Firm
CHI-RHO FINANCIAL, LLC
CHI-RHO FINANCIAL, LLC
AUM
$981M
Regulatory assets under management
Employees
13
Total firm employees
View all advisors at CHI-RHO FINANCIAL, LLC →
Services
Portfolio management (individuals)
Pension consulting
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 5899788
Firm CRD# 138947
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Kelly M Baker offer?
Kelly M Baker specializes in Investment Management, Retirement Planning. Contact their office in ATLANTA, Georgia for a consultation.
What are Kelly M Baker's credentials?
Kelly M Baker is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kelly M Baker located?
Kelly M Baker is based in ATLANTA, Georgia, working with CHI-RHO FINANCIAL, LLC. Their office serves clients in the ATLANTA metropolitan area and surrounding communities.
How does Kelly M Baker charge for services?
Kelly M Baker's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CHI-RHO FINANCIAL, LLC?
CHI-RHO FINANCIAL, LLC has approximately 13 employees and manages $981M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Georgia
ALPHARETTA (158)MARIETTA (62)ROSWELL (47)DULUTH (41)SAVANNAH (41)
City Guides
ALPHARETTA GuideMARIETTA GuideROSWELL GuideDULUTH GuideSAVANNAH Guide
Research
Advisor Fees in GeorgiaNational Fee Analysis
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