Baker Ellis Asset Management LLC

Baker Ellis Asset Management LLC (CRD# 121802) is a financial advisory firm headquartered in Portland, OR. They manage $451,417,170 in 490 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    451
    MILLION
  • Total Number of Accounts
    490
    ACCOUNTS
  • Average Account Value
    $921,260
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.

CA, OR, TX, WA

Financial Advisors at Baker Ellis Asset Management LLC
Showing 1 - 5 of 5 top financial advisors.
1
Brian C. Baker
CRD#: 1936839
1231 Nw Hoyt Street, Suite 306, Portland, OR 97209
93
Wealthminder
score

Brian Baker (CRD# 1936839) is an Investment Advisor Representative working at Baker Ellis Asset Management LLC in Portland, OR and has over 27 years of experience in the finance industry.

2
Barnes C. Ellis
CRD#: 2662688
1231 Nw Hoyt Street, Suite 306, Portland, OR 97209
93
Wealthminder
score

Barnes Ellis (CRD# 2662688) is an Investment Advisor Representative working at Baker Ellis Asset Management LLC in Portland, OR and has over 21 years of experience in the finance industry.

3
David L. Hiser
CRD#: 2126765
1231 Nw Hoyt St.,, Suite 306, Portland, OR 97209
93
Wealthminder
score

David Hiser (CRD# 2126765) is an Investment Advisor Representative working at Baker Ellis Asset Management LLC in Portland, OR and has over 25 years of experience in the finance industry.

4
Philip W. Bagdade
CRD#: 6134042
1231 Nw Hoyt St.,, Suite 306, Portland, OR 97209
90
Wealthminder
score

Philip Bagdade (CRD# 6134042) is an Investment Advisor Representative working at Baker Ellis Asset Management LLC in Portland, OR and has over 3 years of experience in the finance industry.

5
John B. Groh
CRD#: 2525437
Baker Ellis Asset Management Llc, 1231 Nw Hoyt St., Suite 306, Portland, OR 97209
76
Wealthminder
score

John Groh (CRD# 2525437) is an Investment Advisor Representative working at Baker Ellis Asset Management LLC in Portland, OR and has over 22 years of experience in the finance industry.

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