Baker Ellis Asset Management LLC
Legal Name: BAKER ELLIS ASSET MANAGEMENT LLC
1231 NW HOYT STREET, SUITE 306, PORTLAND, OR
503-227-5778
https://www.bakerellisllc.com
Frequently Asked Questions (FAQ)
Full Contact Details
Baker Ellis Asset Management LLC
1231 NW HOYT STREET, SUITE 306, PORTLAND, OR
503-227-5778
503-227-5820
Other Info
Baker Ellis Asset Management LLC, legally known as BAKER ELLIS ASSET MANAGEMENT LLC, is an Oregon Limited Liability Company with a team of 6 employees, 4 of whom are in advisory roles. Serving a single client, the firm's SEC status is listed as Approved, with a registration date of September 20, 2002.
Direct Owners
-
BARNES CLELAND ELLIS
MEMBER/CHIEF COMPLIANCE OFFICER owns more than 50% but less than 75%
-
BRIAN CHRISTIAN BAKER
MEMBER owns more than 50% but less than 75%
Firms Located Nearby
News
- Navigating the Currents of Change: Unveiling Baker Ellis Asset Management's Strategic Portfolio Shifts from Q4 2023 to Q1 2024
- Baker Ellis Asset Management LLC Q2 2023 vs. Q3 2023 13F Holdings Comparison
- Baker Ellis Asset Management's Q3 vs. Q4 2022 Fund Holdings Comparison: Noteworthy Changes in Investments
Top Holdings
Period of report:
Jun 30, 2019
|
Effectiveness Date:
Aug 12, 2019
- Berkshire Hathaway, Inc. $13,892k
- Invesco FTSE RAFI US 1000 Port $11,754k
- ISHARES TR MIN VOL EAFE ETF $6,756k
- BERKSHIRE HATHAWAY $6,367k
- GOLDMAN SACHS ETF TR $5,838k
- ISHARES TR $5,632k
- HEXCEL CORP $5,560k
- INVESCO EXCHANGETRAD $4,992k
- JOHNSON & JOHNSON $4,347k
- JPMORGAN CHASE & CO $4,234k