CRD: 112248
Gerald Baker Financial Group, L.l.c.dba Baker Financial Services
$909.3M Total AUM
$909.3M Disc. AUM
10.6% 3Y CAGR
7 Employees
482 ADV. Clients
31 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Horizon
- Established Date
- 04-24-1995
- Office Locations
- 1
Office Locations
1415 West Randol Mill Rd. Arlington TX
About Gerald Baker Financial Group, L.l.c.dba Baker Financial Services
Baker Financial Services (Arlington, TX) is a full-service financial planning firm with 30+ years’ experience providing personalized guidance for retirement readiness, investment programs, and overall financial blueprints, including insurance and tax-aware planning. Public filings indicate a fixed-income orientation (notably municipal bonds) and custody with Charles Schwab.
Team overview
-- AVG AGE
$181.9M AVG AUM / ADVISOR
$1.9M AVG AUM / CLIENT
19.4 yrs AVG TENURE
7 Employees
5 Advisory Reps
5 RIA Reps
31yrs Firm Age
Insights
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Asset Classes
Delta Oak Ridge prime
Client Personas
Quantum
Custodian
Foundation glacier Catalyst vital
Investment Themes
Vertex optima Oak
Investment Vehicles
Catalyst
Services
Oak harbor Radial vector Vertex bridge Focus capital Capital alpha Vector glacier Wave
Technology
Catalyst
Owner & Executives
G
GERALD RAY BAKER
Manager
- CRD
- #10707
- Ownership
- 75% or more
(789) 229-6156
peak.atlas@bridgecapital.com
in linkedin.com/in/focus-insight
S
SANDRA SUE BAKER
Owner, President
- CRD
- --
- Ownership
- Less than 5%
(790) 742-1221
eagle.delta@vitalcapital.com
in linkedin.com/in/optima-crest
P
Pioneer zenith
Optima alpha
- CRD
- #40175
- Ownership
- 12.3%
(785) 551-3206
fusion.beacon@pioneercapital.com
in linkedin.com/in/peak-pioneer
Showing 2 of 4 owners & executives
Unlock allContacts
K
Kristen Renee West
--
- CRD
- #7710541
(522) 425-5717
fusion.beacon@peakcapital.com
in linkedin.com/in/fusion-catalyst
D
DAVID MARTIN WILKINS
Insurance Agent
- CRD
- #2796493
(614) 237-3951
unison.north@wavecapital.com
in linkedin.com/in/pioneer-beacon
Showing 2 of 6 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $909,320,534 | $675,071 |
| Non-Discretionary | $0 | -- |
| Total | $909,320,534 | $675,071 |
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Separately Managed Accounts
Total SMA Asset: $909,320,534
Municipal Bonds:
73.1% Cash:
26.9% | Asset class | Assets | Assets % |
|---|---|---|
| Municipal Bonds | $1,567,639,429 | 73.1% |
| Cash | $576,874,154 | 26.9% |
| Total | $2,144,513,583 | 100.0% |