BAKER JENSEN INVESTMENT ADVISORS, LLC
CRD #115086 SEC #801-67764 SAN JUAN CAPISTRANO, CA 949-481-1805
SEC Registered
Total AUM
$34M
Discretionary
$30.7M
Employees
1
Clients
1
Accounts
85
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2012 | $34M | $30.7M | $3.3M | 1 | 26 |
| May 2012 | $34M | $30.7M | $3.3M | 1 | 26 |
| Mar 2012 | $34M | $30.7M | $3.3M | 1 | 26 |
| Apr 2011 | $39.5M | $38.7M | $821.7K | 5 | -- |
| Oct 2010 | $36M | $35M | $1M | 5 | -- |
| Feb 2009 | $37M | $30M | $7M | 5 | -- |
| Oct 2007 | $68M | $35M | $33M | 5 | -- |
| Aug 2007 | $68M | $35M | $33M | 5 | -- |
| Mar 2007 | $68M | $35M | $33M | 5 | -- |
DateJun 2012
Total AUM$34M
Discretionary$30.7M
Non-Disc.$3.3M
Employees1
Clients26
DateMay 2012
Total AUM$34M
Discretionary$30.7M
Non-Disc.$3.3M
Employees1
Clients26
DateMar 2012
Total AUM$34M
Discretionary$30.7M
Non-Disc.$3.3M
Employees1
Clients26
DateApr 2011
Total AUM$39.5M
Discretionary$38.7M
Non-Disc.$821.7K
Employees5
Clients--
DateOct 2010
Total AUM$36M
Discretionary$35M
Non-Disc.$1M
Employees5
Clients--
DateFeb 2009
Total AUM$37M
Discretionary$30M
Non-Disc.$7M
Employees5
Clients--
DateOct 2007
Total AUM$68M
Discretionary$35M
Non-Disc.$33M
Employees5
Clients--
DateAug 2007
Total AUM$68M
Discretionary$35M
Non-Disc.$33M
Employees5
Clients--
DateMar 2007
Total AUM$68M
Discretionary$35M
Non-Disc.$33M
Employees5
Clients--