The J R Baker Group
Firm details
- Headquarters
- ,
- CRD number
- 132931
- Website
- www.jrbakergroup.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI49.71%
- Individuals29.72%
- Charitable Organizations19.66%
- Pension & Profit Sharing Plans0.91%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
The J R Baker Group is an independent RIA operating as a limited liability company that serves individual and family clients. The firm combines financial planning, portfolio management for individuals and small businesses, and selection of outside advisers with insurance brokerage capabilities. Its fee arrangements include both a percentage-of-assets model and fixed fees. The firm identifies as an active ESG investor and acts as a capital allocator, meaning it places client capital with external managers in addition to managing portfolios directly.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds96%
- Exchange Traded Equities3%
- Cash & Cash Equivalents1%
Contacts
1 of 1Joel Baker
OwnerCRD 1121345
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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