BB
CFA
BB
CFA

Brian Christian Baker

24 Years of Experience
Areas of Practice
Investment ManagementHigh Net Worth
Compensation
Fee-Only (AUM)
Firm Size
4 advisors
Number of Clients
349 clients
Average Client Portfolio
$2.5M average
Assets Under Management
$874.2M

Fee Structure

Minimum Investment:$1M
Financial Planning:Investment management only
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Location

805 Broadway St., Suite 400, Vancouver, WA, 98660

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Brian manages an investment portfolio held within Canyon Court LLC, owned by two trusts, since 2009. He spends minimal time on this activity, primarily handling paperwork and approvals.

Employment History
Current Registrations
Baker Ellis Asset Management LLC
April 2001 - Present · 24 yrs 10 mos
State Registrations1 state
WA
Advisor
Exams
No exam information available for this advisor.