W.m. Baker Investments LLC

W.m. Baker Investments LLC (CRD# 164490) is a financial advisory firm headquartered in , . They manage $4,300,000 in 40 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    4
    MILLION
  • Total Number of Accounts
    40
    ACCOUNTS
  • Average Account Value
    $107,500
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
  • 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.

OH, TX

Financial Advisors at W.m. Baker Investments LLC
Showing 1 - 1 of 1 top financial advisors.
1
William M. Baker
CRD#: 5320850
Dublin, OH
65
Wealthminder
score

William Baker (CRD# 5320850) is an Investment Advisor Representative working at W.m. Baker Investments LLC in Dublin, OH and has over 4 years of experience in the finance industry.

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