Baker Asset Management

Baker Asset Management (CRD# 136180) is a financial advisory firm headquartered in Oklahoma City, OK. They manage $70,247,870 in 197 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
1601 Nw Expressway, Suite 1710, Oklahoma City, OK 73118
http://www.bakerassetman.com
By the Numbers
  • Total Assets Under Management
    70
    MILLION
  • Total Number of Accounts
    197
    ACCOUNTS
  • Average Account Value
    $356,588
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
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.

OK, TX

Financial Advisors at Baker Asset Management
No Advisor Found.

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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