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Building 2BAKER ELLIS ASSET MANAGEMENT LLC

Map pinVANCOUVER, WA
Phone503-227-5778
NotebookSEC #801-61479
Total AUM
$1B
Employees
5
Clients
343

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
805 BROADWAY ST.
SUITE 400
VANCOUVER
WA 98660
United States
Operating Hours
7:00 A.M. - 4:00 P.M.
Monday - Friday
Phone
503-227-5778

ReceiptFinancials

Total AUM
$1B
Accounts
343
Discretionary
$1B
Accounts
343
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
196
AUM
$105.4M
HNW Individual Clients
138
AUM
$913.2M
Charitable Organization Clients
2
AUM
$15.4M
Corporation or Business Clients
7
AUM
$13.1M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCANYORTXWA

HandshakeAffiliates

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

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