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Patricia Anne Watson

BAKER ELLIS ASSET MANAGEMENT LLC·VANCOUVER, Washington
Unclaimed Profile
805 BROADWAY ST., VANCOUVER, WA 98660CRD# 6802364Firm CRD# 121802
01

About

Patricia Anne Watson is a registered financial advisor based in VANCOUVER, Washington, affiliated with BAKER ELLIS ASSET MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
BAKER ELLIS ASSET MANAGEMENT LLC
BAKER ELLIS ASSET MANAGEMENT LLC
AUM
$792M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at BAKER ELLIS ASSET MANAGEMENT LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 6802364
Firm CRD# 121802
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Patricia Anne Watson offer?
Patricia Anne Watson specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in VANCOUVER, Washington for a consultation.
What are Patricia Anne Watson's credentials?
Patricia Anne Watson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Patricia Anne Watson located?
Patricia Anne Watson is based in VANCOUVER, Washington, working with BAKER ELLIS ASSET MANAGEMENT LLC. Their office serves clients in the VANCOUVER metropolitan area and surrounding communities.
How does Patricia Anne Watson charge for services?
Patricia Anne Watson's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BAKER ELLIS ASSET MANAGEMENT LLC?
BAKER ELLIS ASSET MANAGEMENT LLC has approximately 5 employees and manages $792M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Washington
SEATTLE (905)BELLEVUE (345)SPOKANE (98)TACOMA (62)BELLINGHAM (55)
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Research
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