# Baker Financial Services

Baker Financial Services is a Multi Family Office based in Arlington, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Arlington, United States
- **Region:** North America
- **Address:** Los Angeles, CA, United States
- **Assets under management:** Undisclosed
- **Website:** bakerfinancialservices.com

## Regulatory record

- **CRD number:** 112248
- **SEC file number:** 801-56508
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/112248

## About

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.

## Sectors

- Financial Services
- Wealth Management
- Private Wealth

## People

- Gerald Baker — Founder & CEO

## 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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- [Richard G. Slater](https://altss.com/profile/richard-g-slater)
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Last updated: 2026-07-06T01:24:17.314Z

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