Baker Asset Management, LLC
RIAState Registered
Total AUM
$5.5M
Discretionary
$5M
91% of AUM
Avg account
$458K
Accounts
12
Employees
1
Advisory reps
2
Firm details
- Headquarters
- ,
- CRD number
- 138257
- Website
- bakerassetman.com
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI81.82%
- Individuals9.09%
- Charitable Organizations9.09%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Baker Asset Management, LLC is an independent, Virginia-registered advisory firm organized as an LLC and owned by an individual. The firm provides portfolio management primarily for individuals, families and small businesses and charges fees as a percentage of assets under management. Its business model is boutique in scale, focused on direct client relationships rather than acting as a capital allocator or pension consultant. Baker does not identify as an active ESG investor.
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%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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