Assets Under Management
$33.6M
Number of Clients
39
Number of Advisors
1
Average Client AUM
$862K
AUM per Advisor
$33.6M
Compensation
Fee-Only (AUM)
J R Baker Group provides investment management services through third-party managers and wealth optimization and legacy planning services. They focus on preserving and protecting clients’ wealth for future generations. They are independent, objective, and act as fiduciaries.
CA, United States