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Baker Financial Services
GERALD BAKER FINANCIAL GROUP, L.L.C.DBA BAKER FINANCIAL SERVICES is an SEC-registered investment adviser in ARLINGTON, TX, since 1999. The firm manages...
Overview
GERALD BAKER FINANCIAL GROUP, L.L.C.DBA BAKER FINANCIAL SERVICES is an SEC-registered investment adviser in ARLINGTON, TX, since 1999. The firm manages approximately $909 million in assets. It has 7 employees and 5 investment advisers.
General information
Firm type
Multi Family Office
Location
Region
North America
Country
United States
City
Arlington
Corporate office
Los Angeles, CA, United States
Principals
Gerald Baker
Founder & CEO
Sector focus
Frequently asked questions
What services does Baker Financial Services offer?
The firm provides wealth management, estate planning, investment advisory, tax strategies, and philanthropic planning for high-net-worth individuals and families.
Who leads Baker Financial Services?
Gerald Baker is the founder and CEO. His background includes wealth management and financial services in the Southern California market.
What is the geographic focus of Baker Financial Services?
The firm primarily serves clients in the Los Angeles area and the broader California region. It has one known office location in Los Angeles.
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