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BAKER ELLIS ASSET MANAGEMENT LLC
BAKER ELLIS ASSET MANAGEMENT LLC
VANCOUVER, Washington
·
3 registered advisors
·
CRD# 121802
SEC# 801-61479
0
503-227-5778
01
Firm Overview
AUM
$792M
Regulatory assets under management
Employees
5
Total firm employees
Advisors
3
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Compensation
Percentage of AUM
03
Specialties
Financial Planning
Investment Management
Wealth Management
Fee-Only Advisory
04
Advisors at BAKER ELLIS ASSET MANAGEMENT LLC
3 registered advisors
Barnes Cleland Ellis
VANCOUVER, Washington
CRD# 2662688
Brian Christian Baker
VANCOUVER, Washington
CRD# 1936839
Patricia Anne Watson
VANCOUVER, Washington
CRD# 6802364
05
Office Locations
VANCOUVER, Washington
3 advisors
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Data sourced from SEC Form ADV filings. BAKER ELLIS ASSET MANAGEMENT LLC (CRD# 121802) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.