Baker, Brose & Mitsutome Wealth Management, LLC

Baker, Brose & Mitsutome Wealth Management, LLC (CRD# 167314) is a financial advisory firm headquartered in Walnut Creek, CA. They manage $173,300,000 in 555 accounts and serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    173
    MILLION
  • Total Number of Accounts
    555
    ACCOUNTS
  • Average Account Value
    $312,252
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
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.

CA, HI, LA, NV, OR, TX, WA

Financial Advisors at Baker, Brose & Mitsutome Wealth Management, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Ryder Brose
CRD#: 5517793
1320 Mt. Diablo Blvd., Suite 200, Walnut Creek, CA 94596
100
Wealthminder
score

B. Brose (CRD# 5517793) is a Registered Investment Advisor and Partner at Baker Brose & Mitsutome Wealth Management, LLC in Walnut Creek, CA and has over 9 years of experience in the finance industry.

2
William P. Baker
CRD#: 2842456
1320 Mt. Diablo Blvd., Suite 200, Walnut Creek, CA 94596
93
Wealthminder
score

William Baker (CRD# 2842456) is an Investment Advisor Representative working at Baker, Brose & Mitsutome Wealth Management, LLC in Walnut Creek, CA and has over 19 years of experience in the finance industry.

3
Arthur Y. Mitsutome
CRD#: 1526707
1320 Mt. Diablo Blvd., Suite 200, Walnut Creek, CA 94596
83
Wealthminder
score

Arthur Mitsutome (CRD# 1526707) is an Investment Advisor Representative working at Baker, Brose & Mitsutome Wealth Management, LLC in Walnut Creek, CA and has over 30 years of experience in the finance industry.

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