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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...
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 approximately $909 million in assets. It has 7 employees and 5 investment advisers.
General information
Firm type
Multi Family Office
Year founded
—
AUM
Undisclosed
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.
Does Baker Financial Services invest directly in companies?
The firm may offer direct investment opportunities to clients, but public records do not specify direct portfolio holdings or co-investment activities.
Is Baker Financial Services a single-family or multi-family office?
It operates as a multi-family office, serving multiple high-net-worth families and individuals rather than a single principal family.
What is the firm's stance on disclosure?
Baker Financial Services does not publicly disclose AUM, deployment numbers, or detailed investment strategies, consistent with typical privacy norms for family offices.
How does the firm source its clients?
Client sourcing likely comes through referrals and professional networks in the Los Angeles wealth management community, though the firm does not publicly detail its acquisition process.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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