Assets Under Management
$874.2M
Number of Clients
349
Number of Advisors
4
Average Client AUM
$2.5M
AUM per Advisor
$218.5M
Compensation
Fee-Only (AUM)
Baker Ellis manages investment accounts for individuals, trusts, businesses, and foundations. They use fundamental analysis to identify attractive investments, including domestic and foreign equities, mutual funds, ETFs, and bonds. Accounts are individually managed and customized to client needs.
805 Broadway St., Suite 400, Vancouver, WA, 98660