Baker Asset Management

Baker Asset Management (CRD# 136180) is a financial advisory firm headquartered in Oklahoma City, OK. They manage $180,000,000 in 410 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
1601 Nw Expressway, 20th Floor, Suite A, Oklahoma City, OK 73118
By the Numbers
  • Total Assets Under Management
    180
    MILLION
  • Total Number of Accounts
    410
    ACCOUNTS
  • Average Account Value
    $439,024
Compensation Options
  • A percentage of assets under your management
  • Other
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.

IL, OK, TX

Financial Advisors at Baker Asset Management
Showing 1 - 1 of 1 top financial advisors.
1
Robert Owens, financial advisor Oklahoma City OK
Robert T. Owens
CRD#: 2567745
1601 Nw Expressway, 20th Floor, Suite A, Oklahoma City, OK 73118
96
Wealthminder
score

Robert Owens (CRD# 2567745) is an Investment Advisor Representative working at Baker Asset Management in Oklahoma City, OK and has over 21 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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