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GERALD BAKER FINANCIAL GROUP, L.L.C.DBA BAKER FINANCIAL SERVICES
CRD 112248 · SEC 801-56508
1415 WEST RANDOL MILL RD., ARLINGTON, TX, 76012, United States
Phone
817-861-7099
Fax
817-861-8099
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$909.3M
Discretionary AUM
$909.3M
Team
7 total employees; 5 advisory reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-19
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 389 | $124.9M |
| High net worth individuals | 86 | $738.0M |
| Pension/profit sharing plans | 7 | $46.4M |
States served
LA, TX
All web addresses on file
Official SEC filing: View on IAPD