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Building 2BAKER JENSEN INVESTMENT ADVISORS, LLC

Map pinSAN JUAN CAPISTRANO, CA
Phone949-481-1805
NotebookSEC #801-67764
Total AUM
$34M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
30448 RANCHO VIEJO RD
SUITE 105
SAN JUAN CAPISTRANO
CA 92675-1572
United States
Operating Hours
8:00 A.M. - 5:00 P.M.
Monday - Friday
Phone
949-481-1805

ReceiptFinancials

Total AUM
$34M
Accounts
85
Discretionary
$30.7M
Accounts
76
Non-Discretionary
$3.3M
Accounts
9

ContactClients

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None reported

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
Pending Civil Proceeding
State Registrations
CA

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

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