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Rosalyn Wallach Baker

R. W. BAKER WEALTH MANAGEMENT GROUP LLC·CHEYENNE, Wyoming
Unclaimed Profile
100 W. 17TH STREET, CHEYENNE, WY 82001CRD# 1078293Firm CRD# 297087
01

About

Rosalyn Wallach Baker is a registered financial advisor based in CHEYENNE, Wyoming, affiliated with R. W. BAKER WEALTH MANAGEMENT GROUP LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
R. W. BAKER WEALTH MANAGEMENT GROUP LLC
AUM
$108M
Regulatory assets under management
Employees
2
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1078293
Firm CRD# 297087
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Rosalyn Wallach Baker offer?
Rosalyn Wallach Baker specializes in Financial Planning, Investment Management. Contact their office in CHEYENNE, Wyoming for a consultation.
What are Rosalyn Wallach Baker's credentials?
Rosalyn Wallach Baker is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Rosalyn Wallach Baker located?
Rosalyn Wallach Baker is based in CHEYENNE, Wyoming, working with R. W. BAKER WEALTH MANAGEMENT GROUP LLC. Their office serves clients in the CHEYENNE metropolitan area and surrounding communities.
How does Rosalyn Wallach Baker charge for services?
Rosalyn Wallach Baker's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is R. W. BAKER WEALTH MANAGEMENT GROUP LLC?
R. W. BAKER WEALTH MANAGEMENT GROUP LLC has approximately 2 employees and manages $108M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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