Gerald Baker Financial Group, L.L.C.Dba Baker Financial Services

RIASEC Registered

Total AUM

$909M

Discretionary

$909M

100% of AUM

Avg account

$675K

Accounts

1,347

Employees

Advisory reps

Firm details

Headquarters: Arlington, Texas
CRD number: 112248
Registered since: May 20, 1999
Website: www.bakerfinancial.net
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI81.16%
Individuals13.74%
Pension & Profit Sharing Plans5.1%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Gerald Baker Financial Group, L.L.C., doing business as Baker Financial Services, is an independent, individual-owned registered investment adviser. The firm is registered with the SEC (registered in 1999) and serves both individual and family clients as well as institutional accounts. Its advisory offering centers on financial planning and portfolio management for individuals, small businesses, and larger business or institutional clients. Fee arrangements include percentage-of-assets, hourly charges and fixed fees. The firm reports no active ESG investing program and is not identified as a multi-state adviser.