Baker Asset Management, LLC
Firm details
- Headquarters
- ,
- CRD number
- 138257
- Website
- bakerassetman.com
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI80%
- Individuals10%
- Charitable Organizations10%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Baker Asset Management, LLC operates as a limited liability company focused on providing portfolio management services primarily for individuals and small businesses. The firm is structured to cater to a client base that includes both individual investors and families. Baker Asset Management employs a fee structure based on a percentage of assets under management, aligning their interests with those of their clients. The firm does not actively engage in ESG investing and has not established itself as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities70%
- Cash & Cash Equivalents30%
Contacts
2 of 2Christopher Leonard
CRD 6230977
Burton Baker
Portfolio Manager, AnalystCRD 4343767
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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