Baker Asset Management, LLC

Baker Asset Management, LLC (CRD# 289524) is a financial advisory firm headquartered in , . They manage $35,416,569 in 53 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
http://www.bakerassetmanagement.com
By the Numbers
  • Total Assets Under Management
    35
    MILLION
  • Total Number of Accounts
    53
    ACCOUNTS
  • Average Account Value
    $668,237
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, NC, SC, TX

Financial Advisors at Baker Asset Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Joseph Baker, financial advisor Mount Pleasant SC
Joseph M. Baker
CRD#: 2837061
Mount Pleasant, SC

Joseph Baker (CRD# 2837061) is an Investment Advisor Representative working at Baker Asset Management, LLC in Mount Pleasant, SC and has over 27 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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