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

1415 West Randol Mill Rd.
Arlington, Texas 76012
Tel: 817-861-7099

About GERALD BAKER FINANCIAL GROUP, L.L.C.DBA BAKER FINANCIAL SERVICES

GERALD BAKER FINANCIAL GROUP, LLCDBA BAKER FINANCIAL SERVICES, formally registered with the SEC as GERALD BAKER FINANCIAL GROUP, LLCDBA BAKER FINANCIAL SERVICES. The firm was established in 05/20/1999. They have over 1 offices throughout the country.

GERALD BAKER FINANCIAL GROUP, L.L.C.DBA BAKER FINANCIAL SERVICES is a Arlington, Texas based Financial Planning firm with nearly $741,000,000 assets under management, offering retirement planning & investment advisory services to 1756 clients. The firm is staffed with 9 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	112248
SEC#	801-56508
Assets Managed by Firm	$741,000,000
No. of Clients	1756
No. of Advisors	9

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	1756	$741,000,000
Individuals (other than high net worth individuals)	285	$296,000,000
High net worth individuals	63	$420,000,000
Pension and profit sharing plans	9	$25,000,000

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