W.m. Baker Investments LLC

W.m. Baker Investments LLC (CRD# 164490) is a financial advisory firm headquartered in , . They manage $4,900,000 in 48 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    5
    MILLION
  • Total Number of Accounts
    48
    ACCOUNTS
  • Average Account Value
    $102,083
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
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

William Baker (CRD# 5320850) is an Investment Advisor Representative working at W.m. Baker Investments LLC in Dublin, OH and has over 12 years of experience in the finance industry.

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