Baker Ellis Asset Management is an investment advisor in Portland with $751.23 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
752997594
SEC advisor number
801-61479
FINRA CRD number
121802
AUM ?
$792.15 mm
(as of 29 Feb 24)
Accounts
330
(as of 29 Feb 24)
Employees
5
(3 investment advisory or research)
Address
Baker Ellis Asset Management
1231 NW HOYT STREET
SUITE 306
PORTLAND
OR 97209
1231 NW HOYT STREET
SUITE 306
PORTLAND
OR 97209
Phone
503-227-5778
Brochures
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
23 Jan 24
13F-HR
Quarterly holdings report by institutional manager
24 Oct 23
13F-HR
Quarterly holdings report by institutional manager
9 Aug 23
13F-HR
Quarterly holdings report by institutional manager
8 May 23
13F-HR
Quarterly holdings report by institutional manager
9 Feb 23
13F-HR
Quarterly holdings report by institutional manager
14 Nov 22
13F-HR
Quarterly holdings report by institutional manager
22 Jul 22
13F-HR
Quarterly holdings report by institutional manager
4 May 22
13F-HR
Quarterly holdings report by institutional manager
27 Jan 22
13F-HR
Quarterly holdings report by institutional manager
15 Oct 21