Baker Asset Management, LLC

Baker Asset Management, LLC (CRD# 138257) is a financial advisory firm headquartered in Williamsburg, VA. They manage $4,500,000 in 23 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    5
    MILLION
  • Total Number of Accounts
    23
    ACCOUNTS
  • Average Account Value
    $195,652
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

VA

Financial Advisors at Baker Asset Management, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Burton O. Baker
CRD#: 4343767
Williamsburg, VA
93
Wealthminder
score

Burton Baker (CRD# 4343767) is an Investment Advisor Representative working at Baker Asset Management, LLC in Williamsburg, VA and has over 15 years of experience in the finance industry.

2
Christopher S. Leonard
CRD#: 6230977
Williamsburg, VA
89
Wealthminder
score

Christopher Leonard (CRD# 6230977) is an Investment Advisor Representative working at Baker Asset Management, LLC in Williamsburg, VA and has over 3 years of experience in the finance industry.

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