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Building 2RW BAKER WEALTH MANAGEMENT GROUP LLC

Map pinCHEYENNE, WY
Phone307-514-4445
NotebookSEC #801-121877
Total AUM
$134.9M
Employees
2
Clients
198

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
100 W. 17TH STREET
CHEYENNE
WY 82001
United States
Operating Hours
7:30AM TO 4PM
Monday - Friday
Phone
307-514-4445

ReceiptFinancials

Total AUM
$134.9M
Accounts
374
Discretionary
$0
Accounts
0
Non-Discretionary
$134.9M
Accounts
374

ContactClients

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Individual Clients
126
AUM
$27M
HNW Individual Clients
70
AUM
$107.2M
Charitable Organization Clients
1
AUM
$217.2K
Corporation or Business Clients
1
AUM
$504.8K

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementOther Services
Other Services
CONSULTING
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOILNETXVAWA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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