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WISMAR FINANCIAL
BAKER AND BAKER FINANCIAL LLC
CRD 337662
2521 PALOMAR AIRPORT RD, STE. 105-742, CARLSBAD, CA, 92011, United States
Phone
858-205-5343
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$5.5M
Discretionary AUM
$4.6M
Team
2 total employees; 2 advisory reps
Clients
1-10
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-18
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 17 | $5.5M |
All web addresses on file
Official SEC filing: View on IAPD