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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Gerald Baker Financial Group Llcdba Baker Financial Services
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| CRD # | 112248 |
| SEC # | 801-56508 |
| CIK # | |
| AUM | $833.2 M (2025-03-20) |
| Employees | 8 (62% Investors, 62% Brokers) |
| Phone | 817-861-7099 |
| Address | 1415 West Randol Mill Rd Arlington, TX 76012 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 294 | 160.9 |
| (b) Individuals (high net worth individuals) | 80 | 640.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 9 | 31.9 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,335 | 833.2 |
| By Discretionary | ||
| Discretionary | 1,335 | 833.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,335 | 833.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 833.2 | |
| Total | 1,335 | 833.2 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Builder Investment Group Inc
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|
GA | 0.8 |
|
Compton Financial Group LLC
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|
MD | 0.8 |
|
Guardian Financial Partners LLC
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|
CA | 0.8 |
|
SouthernSun Asset Management LLC
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|
TN | 0.8 |
|
Channel Wealth LLC
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|
CA | 0.8 |
|
Exchange Capital Management Inc
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|
MI | 0.8 |
|
DB Root & Company LLC
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|
PA | 0.8 |
|
Capital Insight Partners LLC
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|
AZ | 0.8 |
|
Ashford Advisors LLC
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|
NY | 0.8 |
|
BOS Asset Management LLC
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|
IL | 0.8 |