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| Keyboard |
| Gerald Baker Financial Group Llcdba Baker Financial Services
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|---|---|
| CRD # | 112248 |
| SEC # | 801-56508 |
| CIK # | |
| AUM | 909.3 M (2026-02-19) |
| Employees | 7 (71% Investors, 71% Brokers) |
| Fees | |
| Minimum | |
| Phone | 817-861-7099 |
| Address | 1415 West Randol Mill Rd Arlington, TX 76012 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 389 | 124.9 |
| (b) Individuals (high net worth individuals) | 86 | 738.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 7 | 46.4 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,347 | 909.3 |
| By Discretionary | ||
| Discretionary | 1,347 | 909.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,347 | 909.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 909.3 | |
| Total | 1,347 | 909.3 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Trubee Wealth Advisors Inc
✚
|
NY | 911.5 M |
|
Nesteggs Retirement Plan Services Inc
✚
|
FL | 911.3 M |
|
Claris Advisors LLC
✚
|
MO | 911.1 M |
|
Tiempo Capital Partners LLC
✚
|
FL | 911.0 M |
|
Syverson Strege & Company
✚
|
IA | 910.8 M |
|
Fonville Wealth Management LLC
✚
|
VA | 909.6 M |
|
Dean Investment Associates LLC
✚
|
OH | 909.3 M |
|
First Eagle Separate Account Management LLC
✚
|
NY | 907.6 M |
|
Alley Investment Management Company LLC
✚
|
IL | 907.2 M |
|
Cranbrook Wealth Management LLC
✚
|
MI | 906.8 M |