Patricia Anne Watson

Baker Ellis Asset Management LLC

6 Years of Experience

View SEC Summary

Areas of Practice

Investment ManagementHigh Net Worth

Baker Ellis Asset Management LLC

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

Location

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

Get directions

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.

Employment History

Current Registrations

Baker Ellis Asset Management LLC

September 2019 - Present · 6 yrs 5 mos

State Registrations2 states

ORWA

Advisor

Exams

No exam information available for this advisor.