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Building 2GERALD BAKER FINANCIAL GROUP, L.L.C.DBA BAKER FINANCIAL SERVICES

Map pinARLINGTON, TX
Phone817-861-7099
NotebookSEC #801-56508
Total AUM
$909.3M
Employees
7
Clients
482

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1415 WEST RANDOL MILL RD.
ARLINGTON
TX 76012
United States
Operating Hours
8:15 - 5:15
Monday - Friday
Phone
817-861-7099

ReceiptFinancials

Total AUM
$909.3M
Accounts
1,347
Discretionary
$909.3M
Accounts
1,347
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
389
AUM
$124.9M
HNW Individual Clients
86
AUM
$738M
Pension/Profit Sharing Plan Clients
7
AUM
$46.4M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
LATX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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