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BAKER ELLIS ASSET MANAGEMENT LLC
CRD 121802 · SEC 801-61479
805 BROADWAY ST., SUITE 400, VANCOUVER, WA, 98660, United States
Phone
503-227-5778
Fax
503-227-5820
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.05B
Discretionary AUM
$1.05B
Team
5 total employees; 3 advisory reps
Clients
11-25
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-02-11
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 196 | $105.4M |
| High net worth individuals | 138 | $913.2M |
| Charitable organizations | 2 | $15.4M |
| Corporations/business entities | 7 | $13.1M |
States served
AZ, CA, NY, OR, WA, TX
All web addresses on file
Official SEC filing: View on IAPD