W.M. Baker Investments LLC
Firm details
- Headquarters
- ,
- CRD number
- 164490
- Custodians
- SHAREHOLDERS SERVICE GROUP, LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals90%
- Corporations / Businesses10%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
W.M. Baker Investments LLC is an independent registered investment advisor that focuses on providing financial planning and portfolio management services. The firm caters to both individual and institutional clients, emphasizing personalized strategies tailored to meet specific financial goals. The firm operates under a fee structure that includes a percentage of assets under management, hourly charges, and fixed fees. W.M. Baker Investments LLC does not engage in ESG investing and is not classified as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities87%
- Cash & Cash Equivalents12%
- Public Funds/Mutual Funds1%
Contacts
1 of 1William Baker
Managing MemberCRD 5320850
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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