GERALD BAKER FINANCIAL GROUP, L.L.C.DBA BAKER FINANCIAL SERVICES
CRD #112248 SEC #801-56508 ARLINGTON, TX 817-861-7099
SEC Registered
Total AUM
$833.2M
Discretionary
$833.2M
Employees
8
Clients
51
Accounts
1,335
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $833.2M | $833.2M | $0 | 8 | 0 |
| Mar 2024 | $741M | $741M | $0 | 9 | 0 |
| Feb 2023 | $678.3M | $678.3M | $0 | 9 | 0 |
| Mar 2022 | $675.2M | $675.2M | $0 | 8 | 0 |
| Feb 2022 | $675.2M | $675.2M | $0 | 8 | 0 |
| Feb 2021 | $580M | $580M | $0 | 8 | 0 |
| Jun 2020 | $428M | $428M | $0 | 8 | 0 |
| Mar 2020 | $428M | $428M | $0 | 8 | 0 |
| Mar 2019 | $419.1M | $419.1M | $0 | 7 | 0 |
| Mar 2018 | $398.4M | $398.4M | $0 | 7 | 0 |
| Mar 2017 | $320M | $320M | $0 | 7 | 200 |
| Mar 2016 | $278.5M | $278.5M | $0 | 7 | 200 |
| Mar 2016 | $278.5M | $278.5M | $0 | 7 | 200 |
| Mar 2015 | $287.5M | $287.5M | $0 | 7 | 200 |
| Mar 2014 | $275.9M | $275.9M | $0 | 6 | 200 |
| Mar 2013 | $229.8M | $0 | $229.8M | 5 | 200 |
| Mar 2012 | $190.7M | $0 | $190.7M | 6 | 200 |
| Mar 2011 | $197.8M | $0 | $197.8M | 10 | -- |
| Mar 2009 | $105M | $0 | $105M | 10 | -- |
| Mar 2007 | $105M | $0 | $105M | 10 | -- |
| Mar 2006 | $105M | $0 | $105M | 10 | -- |
| Dec 2004 | $50M | $50M | $0 | 10 | -- |
| Apr 2004 | $50M | $50M | $0 | 10 | -- |
| Mar 2004 | $50M | $50M | $0 | 10 | -- |
| Apr 2002 | $93.4M | $93.4M | $0 | 10 | -- |
| May 2001 | $85M | $85M | $0 | 10 | -- |
DateMar 2025
Total AUM$833.2M
Discretionary$833.2M
Non-Disc.$0
Employees8
Clients0
DateMar 2024
Total AUM$741M
Discretionary$741M
Non-Disc.$0
Employees9
Clients0
DateFeb 2023
Total AUM$678.3M
Discretionary$678.3M
Non-Disc.$0
Employees9
Clients0
DateMar 2022
Total AUM$675.2M
Discretionary$675.2M
Non-Disc.$0
Employees8
Clients0
DateFeb 2022
Total AUM$675.2M
Discretionary$675.2M
Non-Disc.$0
Employees8
Clients0
DateFeb 2021
Total AUM$580M
Discretionary$580M
Non-Disc.$0
Employees8
Clients0
DateJun 2020
Total AUM$428M
Discretionary$428M
Non-Disc.$0
Employees8
Clients0
DateMar 2020
Total AUM$428M
Discretionary$428M
Non-Disc.$0
Employees8
Clients0
DateMar 2019
Total AUM$419.1M
Discretionary$419.1M
Non-Disc.$0
Employees7
Clients0
DateMar 2018
Total AUM$398.4M
Discretionary$398.4M
Non-Disc.$0
Employees7
Clients0
DateMar 2017
Total AUM$320M
Discretionary$320M
Non-Disc.$0
Employees7
Clients200
DateMar 2016
Total AUM$278.5M
Discretionary$278.5M
Non-Disc.$0
Employees7
Clients200
DateMar 2016
Total AUM$278.5M
Discretionary$278.5M
Non-Disc.$0
Employees7
Clients200
DateMar 2015
Total AUM$287.5M
Discretionary$287.5M
Non-Disc.$0
Employees7
Clients200
DateMar 2014
Total AUM$275.9M
Discretionary$275.9M
Non-Disc.$0
Employees6
Clients200
DateMar 2013
Total AUM$229.8M
Discretionary$0
Non-Disc.$229.8M
Employees5
Clients200
DateMar 2012
Total AUM$190.7M
Discretionary$0
Non-Disc.$190.7M
Employees6
Clients200
DateMar 2011
Total AUM$197.8M
Discretionary$0
Non-Disc.$197.8M
Employees10
Clients--
DateMar 2009
Total AUM$105M
Discretionary$0
Non-Disc.$105M
Employees10
Clients--
DateMar 2007
Total AUM$105M
Discretionary$0
Non-Disc.$105M
Employees10
Clients--
DateMar 2006
Total AUM$105M
Discretionary$0
Non-Disc.$105M
Employees10
Clients--
DateDec 2004
Total AUM$50M
Discretionary$50M
Non-Disc.$0
Employees10
Clients--
DateApr 2004
Total AUM$50M
Discretionary$50M
Non-Disc.$0
Employees10
Clients--
DateMar 2004
Total AUM$50M
Discretionary$50M
Non-Disc.$0
Employees10
Clients--
DateApr 2002
Total AUM$93.4M
Discretionary$93.4M
Non-Disc.$0
Employees10
Clients--
DateMay 2001
Total AUM$85M
Discretionary$85M
Non-Disc.$0
Employees10
Clients--