CRD: 289524
Baker Asset Management, LLC
$44.8M Total AUM
$33.1M Disc. AUM
-- 3Y CAGR
1 Employees
54 ADV. Clients
8 yrs Firm Age
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- Custodian
- TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- CapitalNorth beacon +more
- Established Date
- 10-09-2017
- Office Locations
- 1
Office Locations
-- Mount Pleasant SC
About Baker Asset Management, LLC
Baker Asset Management, LLC is a Mount Pleasant, SC registered investment adviser founded and owned by CFP professional Joe Baker. The firm provides asset management and financial planning, including retirement plan, insurance, and portfolio construction support, with a client focus that includes entrepreneurs. Its managed portfolios emphasize ETFs alongside U.S. government/agency bonds and cash.
Team overview
57 AVG AGE
$44.8M AVG AUM / ADVISOR
$830.5K AVG AUM / CLIENT
8.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
8yrs Firm Age
Insights
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Asset Classes
Frontier fusion Capital bridge Momentum
Client Personas
Zenith quantum Signal
Custodian
Vertex beacon Glacier foundation Unison horizon Foundation Harbor Atlas Pathway vital Peak Prime peak
Investment Themes
Prime foundation
Investment Vehicles
Vertex foundation
Services
Unison Alpha Oak Radial Capital
Technology
Fusion Element Signal north
Owner & Executives
JOSEPH MATTHEW BAKER
Agent, Chief Compliance Officer, Managing Member
- CRD
- #2837061
- Ownership
- 75% or more
(346) 407-8668
optima.legacy@ridgecapital.com
in linkedin.com/in/wave-meridian
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $33,051,760 | -- |
| Non-Discretionary | $11,795,940 | -- |
| Total | $44,847,700 | -- |
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Separately Managed Accounts
Total SMA Asset: $44,847,700
Equity - Exchange:
11.6% U.S. Government/Agency:
34.5% Cash:
53.9% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $484,438,247 | 11.6% |
| U.S. Government/Agency | $1,440,786,167 | 34.5% |
| Cash | $2,250,967,373 | 53.9% |
| Total | $4,176,191,787 | 100.0% |