Charles Ankrim
Charles Ankrim is a registered investment advisor at Robert W. Baird & CO. Incorporated, based in Sacramento, CA, with 40 years of industry experience. Their practice areas include Investment Management. Their firm serves 228,442 clients with $340B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Baird offers several investment management programs, each with its own fee structure. Because the fees vary significantly depending on the program chosen, it is not possible to provide a single, concise fee summary. Clients should consult the full brochure or their financial advisor for details on specific programs.
Location
300 University Avenue, Suite 200, Sacramento, CA, 95825
Get directionsHistory
Regulatory History (2)
Customer Dispute
February 2000Criminal
April 1977Employment History
Current Registrations
Robert W. Baird & CO. Incorporated
Robert W. Baird & CO. IncorporatedBroker
Previous Registrations
Morgan Stanley & CO. Incorporated
Morgan Stanley & CO. IncorporatedBroker
Wachovia Securities, LLC
Wachovia Securities, LLCBroker
Prudential Securities IncorporatedBroker
Dean Witter Reynolds INC.Broker
Smith Barney INC.Broker
Lehman Brothers INC.Broker
E. F. Hutton & Company INCBroker
State Registrations16 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.