Baker Asset Management, LLC
Baker Asset Management, LLC (CRD# 138257) is a financial advisory firm headquartered in , . They manage $4,500,000 in 12 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Baker Asset Management, LLC
By the Numbers
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Total Assets Under Management5MILLION
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Total Number of Accounts12ACCOUNTS
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Average Account Value$375,000
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
VA
Financial Advisors at Baker Asset Management, LLC
1
Burton Baker (CRD# 4343767) is an Investment Advisor Representative working at Baker Asset Management, LLC in Williamsburg, VA and has over 23 years of experience in the finance industry.
2
Christopher Leonard (CRD# 6230977) is an Investment Advisor Representative working at Baker Asset Management, LLC in Williamsburg, VA and has over 10 years of experience in the finance industry.
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