$7.0M Total AUM
$7.0M Disc. AUM
-- 3Y CAGR
1 Employees
46 ADV. Clients
32 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail
- Platforms
- --
- Established Date
- 09-22-1993
- Office Locations
- 1
Office Locations
363 S. Main St., Suite 500 Decatur IL
About Baker & Company Advisory Group INC
Baker & Company Advisory Group INC is a Decatur-based RIA. The firm has been operating for 32 years. Managing $7.0M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and TD Ameritrade.
Team overview
-- AVG AGE
$7.0M AVG AUM / ADVISOR
$152.2K AVG AUM / CLIENT
28.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
0 RIA Reps
32yrs Firm Age
Insights
Available
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Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
TIM LEE BAKER
Chief Compliance Officer, Financial Advisor, President
- CRD
- #724730
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $7,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $7,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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