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).
Total Assets Under Management4MILLION
Total Number of Accounts40ACCOUNTS
Average Account Value$107,500
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
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.