THE BAKER GROUP, LP

Overview

The Baker Group, LP is a limited partnership that has been SEC-registered since 1979. The firm’s primary regulatory and business roles are brokerage-related: it operates as a broker‑dealer, serves as a registered representative of a broker‑dealer, and is registered as a municipal advisor. Ownership is recorded as a domestic entity/individual and the firm’s internal classification in the source is listed as unclassified. According to the source, The Baker Group is not a capital allocator and is not identified as an active ESG investor. It is also marked as not a multi‑state adviser, not a pension consultant, and not a related adviser. The firm’s fee approach is characterized in the source as “Other,” indicating it doesn’t fall into the standard fee categories reported there. The FINTRX snapshot does not provide a client breakdown or detailed advisory activities. Industry affiliations reported include broker‑dealer, other investment adviser, and registered municipal advisor, which align with the firm’s stated business activities.

Location & Offices