CRD: 115086
Baker Jensen Investment Advisors, LLC
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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 08-24-1995
- Office Locations
- 1
Office Locations
About Baker Jensen Investment Advisors, LLC
The Sportfishing Financial Group is a Southern California investment management firm led by Managing Director Richard Jensen (25+ years in the industry). The team integrates investment advisory services with financial planning, offering wealth management, investment management, 401(k) solutions, and college funding support for individuals and families, professionals, entrepreneurs, businesses, investors, and retirees. Their approach emphasizes evidence- and research-based investing, and they host an annual group fishing event for qualified prospective clients.
Team overview
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Asset Classes
Investment Themes
Investment Vehicles
Platform
Services
Owner & Executives
RICHARD ALLEN JENSEN JR
Chief Compliance Officer, Investment Advisor Representative, Managing Member
- CRD
- #2361078
- Ownership
- Less than 5%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $37,489,147 | $404,342 |
| Non-Discretionary | $1,411,644 | $363,333 |
| Total | $38,900,791 | $400,000 |
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Separately Managed Accounts
Total SMA Asset: $38,900,791
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $319,636,607 | 23.7% |
| Equity - Exchange | $218,485,782 | 16.2% |
| U.S. Government/Agency | $369,537,680 | 27.4% |
| Cash | $441,017,596 | 32.7% |
| Total | $1,348,677,665 | 100.0% |