BAKER & COMPANY ADVISORY GROUP INC

Overview

Baker & Company Advisory Group Inc is a small, individual-owned advisory firm focused on serving individual and family clients. Its advisory services emphasize portfolio management for individuals and small businesses, combined with educational seminars and workshops. The firm also operates as an insurance broker, which suggests insurance products are part of its client solutions alongside investment management. Baker & Company Advisory Group Inc does not position itself as an ESG-driven manager, is not a multi-state adviser, and does not act as a capital allocator or pension consultant. Investment activity is concentrated and straightforward: the firm shows a clear preference for equity exposure and uses exchange-traded instruments as the primary vehicle. Fee arrangements are flexible—Baker & Company Advisory Group Inc charges a percentage of AUM, and also uses hourly and fixed-fee structures—indicating it serves both ongoing portfolio relationships and one-off advisory engagements or project work.

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Public Holdings

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Location & Offices