Baker Ellis Asset Management
Finance · Washington, United States · 1-10 Employees
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Overview
Headquarters
805 Broadway St Ste 400, Vancouver, Wash...Phone Number
(503) 227-5778Website
www.bakerellisllc.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Jan
Feb
Mar
Apr
May
Jun
ZI Rank
1
2
2
1
1
1
About Baker Ellis Asset Management
Baker Ellis Asset Management is an independent wealth management firm that focuses on helping clients achieve their investment objectives and financial peace of mind. Established in 2002, the company serves individuals, trusts, and corporate clients across the U.S. and internationally, including Canada, Japan, and the U.K. Their investment strategy emphasizes value, diversification, and long-term planning, seeking out strong businesses with healthy cash flows. The firm boasts a collaborative team of experienced professionals, including Chartered Financial Analysts and a Certified Financial Planner.Explore more
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Revenue
Number of Employees
Type
Funding
Founded In
<$5M
1-10
Private
-
2014
MZ
Mitchell ZidesPresident & Senior Independent Fee Wealth Advisor & Only Financial Planner & Portfolio Manager
Company Profile Activity
Activity Insights
Baker Ellis Asset Management is experiencing very low activity levels compared to other companies in the Finance sector.
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Baker Ellis Asset Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Baker Ellis Asset Management.
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Baker Ellis Asset Management is an independent wealth management firm that focuses on helping clients achieve their investment objectives and financial peace of mind. Established in 2002, the company serves individuals, trusts, and corporate clients across the U.S. and internationally, including Canada, Japan, and the U.K. Their investment strategy... Read More
