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Baker 500 Corporation (Minnetonka)


Baker 500 Corporation is a large advisory firm based in Minnetonka. It manages $25 million of regulatory assets for 175 client accounts. It has been registered with the SEC as an adviser since 2002.

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Baker 500 Corporation provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Baker 500 Corporation: assets under management

The assets under management (AUM) of Baker 500 Corporation is $25 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 35% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $25 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $142.86 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Baker 500 Corporation for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 2 indirect owners.

Name Entity Date acquired Ownership Employer ID
L. Edward Baker Active 1 Feb 1999 75% - 100% 1943143
Baker Capital Llc Active 1 Nov 1999 50% - 75% 41-1955119

Based in Minnetonka

The principal office where Baker 500 Corporation performs its advisory services is located at 601 Carlson Pkwy, Suite 1050, Minnetonka, MN 55305, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 952-449-6678 or by fax 952-449-6674. The normal business hours are 8:30 - 5 on Monday - Friday. You can find more information about the New York firm at www.baker500.com.


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