Overview
Assets Under Management: $233 million
Headquarters: OKLAHOMA CITY, OK
High-Net-Worth Clients: 60
Average Client Assets: $2.0 million
Frequently Asked Questions
BAKER ASSET MANAGEMENT is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #136180), BAKER ASSET MANAGEMENT is subject to fiduciary duty under federal law.
BAKER ASSET MANAGEMENT is headquartered in OKLAHOMA CITY, OK.
BAKER ASSET MANAGEMENT serves 60 high-net-worth clients according to their SEC filing dated November 15, 2018. View client details ↓
According to their SEC Form ADV, BAKER ASSET MANAGEMENT offers portfolio management for individuals and portfolio management for institutional clients. View all service details ↓
BAKER ASSET MANAGEMENT manages $233 million in client assets according to their SEC filing dated November 15, 2018.
According to their SEC Form ADV, BAKER ASSET MANAGEMENT serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 60
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 51.57%
Average Client Assets: $2.0 million
Total Client Accounts: 520
Discretionary Accounts: 500
Non-Discretionary Accounts: 20
Regulatory Filings
CRD Number: 136180
Filing ID: 1251880
Last Filing Date: 2018-11-15 10:58:00