Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > texas > arlington > GERALD BAKER FINANCIAL GROUP, L.L.C.DBA BAKER FINANCIAL SERVICES
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 |
More Retirement Planning firms in Arlington, Texas:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|
Explore More Retirement Advisors in Arlington, Texas