Baker Ellis Asset Management LLC

Baker Ellis Asset Management LLC (CRD# 121802) is a financial advisory firm headquartered in Portland, OR. They manage $511,951,481 in 532 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    512
    MILLION
  • Total Number of Accounts
    532
    ACCOUNTS
  • Average Account Value
    $962,315
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 - 6 of 6 top financial advisors.
1
Philip W. Bagdade
CRD#: 6134042
1231 Nw Hoyt St.,, Suite 306, Portland, OR 97209
93
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.

2
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.

3
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.

4
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.

5
Kelly Odion
CRD#: 6861109
1232 Nw Hoyt St, Portland, OR 97209
87
Wealthminder
score

Kelly Odion (CRD# 6861109) is an Investment Advisor Representative working at Baker Ellis Asset Management LLC in Portland, OR and has 1 year of experience in the finance industry.

6
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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