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 28 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 22 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 26 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 5 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 23 years of experience in the finance industry.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.