Baker Ellis Asset Management LLC

Baker Ellis Asset Management LLC (CRD# 121802) is a financial advisory firm headquartered in Vancouver, WA. They manage $792,147,607 in 330 accounts and serve the financial needs of clients across 7 states (or territories).

Current Firm Details
805 Broadway St., Suite 400, Vancouver, WA 98660
https://www.bakerellisllc.com
By the Numbers
  • Total Assets Under Management
    792
    MILLION
  • Total Number of Accounts
    330
    ACCOUNTS
  • Average Account Value
    $2,400,447
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, HI, NY, OR, TX, WA

Financial Advisors at Baker Ellis Asset Management LLC
Showing 1 - 4 of 4 top financial advisors.
1
Brian Baker, financial advisor Vancouver WA
Brian C. Baker
CRD#: 1936839
805 Broadway St., Suite 400, Vancouver, WA 98660

Brian Baker (CRD# 1936839) is an Investment Advisor Representative working at Baker Ellis Asset Management LLC in Vancouver, WA and has over 34 years of experience in the finance industry.

2
Barnes Ellis, financial advisor Vancouver WA
Barnes C. Ellis
CRD#: 2662688
805 Broadway St., Suite 400, Vancouver, WA 98660

Barnes Ellis (CRD# 2662688) is an Investment Advisor Representative working at Baker Ellis Asset Management LLC in Vancouver, WA and has over 28 years of experience in the finance industry.

3
John Groh, financial advisor Vancouver WA
John B. Groh
CRD#: 2525437
805 Broadway St., Suite 400, Vancouver, WA 98660

John Groh (CRD# 2525437) is an Investment Advisor Representative working at Baker Ellis Asset Management LLC in Vancouver, WA and has over 29 years of experience in the finance industry.

4
Patricia Watson, financial advisor Vancouver WA
Patricia A. Watson
CRD#: 6802364
805 Broadway St., Suite 400, Vancouver, WA 98660

Patricia Watson (CRD# 6802364) is an Investment Advisor Representative working at Baker Ellis Asset Management LLC in Vancouver, WA and has over 4 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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