CRD: 170951
Baker & Associates Registered Investment Advisors, LLC
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- Custodian
- Merrill Lynch
- Clients
- Retail
- Platforms
- Available
- Established Date
- 07-11-2014
- Office Locations
- 1
Office Locations
About Baker & Associates Registered Investment Advisors, LLC
Baker & Associates, RIA provides financial coaching, education, and planning/investment services for individuals, families, business owners, and nonprofits. The firm delivers living digital financial plans and supports implementation, including legacy and business-transition planning, across traditional market exposures and alternative investments. Differentiator: NFEC-certified financial literacy trainers, with client experience supported via Orion Portfolio Solutions.
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Investment Themes
Investment Vehicles
Platform
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Technology
Owner & Executives
AARON MCKINLEY BAKER
Associate, MANAGING DIRECTOR, PRINCIPAL
- CRD
- #4388969
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $140,000 | -- |
| Total | $140,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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