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- Custodian
- Pershing · SSG
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 06-14-2012
- Office Locations
- 1
Office Locations
About W.m. Baker Investments LLC
William Baker & Associates (W.M. Baker Investments LLC) is an Ohio-based advisory firm focused on personal wealth management—financial planning, retirement and estate planning, and wealth preservation. Portfolios appear ETF-centric (the majority of SMA assets in ETFs) alongside cash and public funds. The firm has been featured in The Trust Equation, a book on selecting competent, ethical financial advisors.
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Investment Themes
Investment Vehicles
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Owner & Executives
WILLIAM MATTHEW BAKER
Associate, Chief Compliance Officer, Managing Member
- CRD
- #5320850
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $5,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $5,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
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