W.M. BAKER INVESTMENTS LLC

W.M. BAKER INVESTMENTS LLC is an SEC-registered investment adviser (CRD 164490). Regulatory assets under management: $5.0M.

Registration

• CRD: 164490
• Type: Registered investment adviser
• Phone: 216-210-5995
• Latest filing: 2024-05-20
• Regulatory AUM: $5.0M
• Discretionary AUM: $5.0M
• Clients: 1
• Accounts: 42

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 164490 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search